📈 Buffett Expands Japan Investments

Details

💰 Mitsubishi: Berkshire Hathaway raised its stake in the trading giant to 10.23 percent (from 9.74 percent). The stock rose 1.85 percent on the news.

🏢 Other Stakes: Berkshire also increased its holding in Mitsui & Co. Buffett has held shares in five major Japanese trading houses (Mitsubishi, Mitsui, Sumitomo, Itochu, Marubeni) since 2019.

📊 Market Effect: The other four trading houses all gained about 1 percent, as investors expect further buying by Buffett.

⛏ Business Model: Mitsubishi generates a large share of revenue from commodity trading but recently fell short of profit expectations.

📈 Long-Term Trend: Since Buffett’s entry in 2019, Mitsubishi shares have risen more than 220 percent.

Big Picture

Buffett’s commitment highlights his confidence in Japan’s trading houses, often seen as undervalued “cash machines” with broad diversification — from commodities to infrastructure to consumer goods. While tech stocks swing globally, Berkshire is betting on these stable conglomerates as a long-term foundation of its Asia portfolio.