Krishna Mohanraj, Portfolio Manager at Diamond Hill Capital Management, dives into the intriguing world of Mitsubishi Corporation, a key player in Japan's trading landscape. He explores the company's rich history and adaptability, shaping its role from the 1850s to modern trading systems. The discussion highlights the complexities of valuing Mitsubishi, its strategic focus on partnerships, and the crucial role of metallurgical coal in steel production. Listeners will also learn how Warren Buffett's investment has reshaped perceptions and capital allocation within the company.
