Itochu Corporation: A Long-Term Compounder Similar To Berkshire Hathaway

Matteo Colombo Investment thesis Our current investment thesis is: Itochu represents more than just a bet on a Japanese revival (Which Buffett seemingly supports). The company is diversified by geography and industry, with this only increasing over time. Its portfolio of companies is highly attractive due to its positioning for the future, which we can attribute to Management. Buffett stated that Berkshire would be willing to invest alongside Itochu (and the other Sogo Shosha), at a time when they all are ...