Ep 402. Uncovering Warren Buffett’s Investments in Japan

This podcast discusses Warren Buffett's investments in Japanese trading companies, highlighting his long-term strategy and increased stakes in five firms. It explores the cultural differences in Asian markets and Japanese companies' approach to reports and guidance. The speakers delve into the historical approach of sourcing natural resources and the current focus on diversification in Japanese trading companies. Additionally, they discuss the potential of investing in Japan for a 10 percent return, comparing yields and return on equity to the United States. The podcast also explores the differences in ownership and compensation between Japanese and US companies.