"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
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The Longest Udaloop I've Ever Had With Warren Buffett
Andrew Keen: Warren Buffett's interest in Japan is primarily in buying a significant business that meets the same standards we have for American purchases. Keen: His decision in 2020 to invest what now is the largest percentage of his capital ever invested outside of the US in a collection of six Japanese public companies is a reflection not of his changing his standards, but rather of more Japanese companies becoming qualifiers at a time when sadly most US companies are not. "We looked earlier at our preferred Udaloop, right? We observed, we orient, we decide, and we act," Keen says.
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