Deep Dive: Japanese Trading Companies (Part 1)

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Feb 11, 2023
#Trading #Japan

Value Punks

@valuepunks

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Deep dive on the Japanese trading companies (Sogo Shosha), breaking down their business model transformation, and understanding Buffett's rationale for investment

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Abdullah Al-Rezwan (Mostly Borrowed Ideas) @MostlyBorrowedIdeas · Feb 12, 2023

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Good piece on Berkshire's investments in Japanese trading firms. Imagine following companies for >20 years and then buying them at the age of 90! There is no dearth of intelligence in the investing world; but patience such as this is unheard of!