Warren Buffett's Bet on Japan What He Saw That Others Missed

Warren Buffett's Bet on Japan: What He Saw That Others Missed In August 2020, while the world focused on the pandemic, Warren Buffett quietly deployed over $6 billion into five Japanese trading conglomerates — Itochu, Marubeni, Mitsubishi, Mitsui, and Sumitomo. Most investors were baffled. Japan? Why now? What did Buffett see that others completely missed? In this video, we break down one of the most elegant and multi-layered value investing plays of the last decade — and reveal exactly why the Japan trade was pure Buffett. What you'll learn: ✅ What Japan's "sogo shosha" trading houses actually are — and why they're unlike any business in the West ✅ The valuation case: why these companies were trading at 6–9x earnings while the S&P averaged 20x+ ✅ How Buffett used yen-denominated bonds to finance a near-perfect carry trade ✅ The hidden commodity exposure embedded in all five companies ✅ Japan's corporate governance revolution — and why Buffett was early to see the unlock ✅ The results: how a $6B bet grew to nearly $19B This is not just a story about Japan. It's a blueprint for how the world's greatest investor thinks about overlooked opportunities, margin of safety, and the patience to let value surface over time. 🔔 Subscribe for weekly deep-dives on the world's greatest investors and their most instructive moves. 👍 Like this video if you want more Buffett investment breakdowns. 📩 Share with a fellow investor who needs to see this.