After Apple, What is Warren Buffett’s Next Big Bet?
The Oracle Goes Global
You've heard Buffett has pared back his bet on Apple (AAPL).
And that he has raised a $325 billion cash pile looking for a home.
Here’s what we know about Buffett.
He doesn’t chase trends. He plays the long game.
Right now, he's doubling down on Japan’s five biggest trading houses—companies most investors have ignored for years.
The result? Their stock prices jumped up to 9% in a single day.
Buffett isn’t done buying. Should you be paying attention?
Why Buffett Loves Japan’s Trading Giants
In 2020, Berkshire Hathaway bought a 5% stake in Mitsubishi, Mitsui, Marubeni, Sumitomo, and Itochu.
Since then, that $6 billion investment has nearly quadrupled in value.
Now, Buffett has secured permission to increase his stake beyond 10%, signaling that he sees even more upside.
These firms aren’t like typical corporations. They’re more like private equity giants, owning hundreds of companies across energy, retail, infrastructure, and even salmon farms.
Their ability to pivot and adapt is exactly why Buffett loves them.
Why Now? Three Big Reasons
Buffett isn’t betting on Japan by accident. A few key shifts are making the country more attractive to investors:
Corporate Reform: Japan’s companies are now more focused on shareholder returns than ever.
Inflation is Back: After 30 years of stagnation, prices are finally rising—good news for businesses.
U.S.-Japan Ties Are Strengthening: Energy and infrastructure deals between the two countries are accelerating, and Berkshire wants in.
Buffett sees these forces creating long-term profit potential—and he’s positioning early.
Follow the Cash Flow
Buffett doesn’t chase hype. He follows cash flow.
He just highlighted that Berkshire expects $812 million in dividends from its Japan investments in 2025.
That’s a massive payout—and a sign that these companies are returning real money to shareholders.
How to Play It
✅ Want direct exposure? The five stocks Buffett owns: Mitsubishi (8058.T), Mitsui (8031.T), Marubeni (8002.T), Sumitomo (8053.T), and Itochu (8001.T).
✅ Prefer an easier route? ETFs like EWJ (iShares MSCI Japan) offer broad exposure to Japan’s stock market.
✅ Long-term trend? Japan’s business culture is changing, and global investors are taking notice.
Buffett’s Strategy Is Clear—Are You Watching?
Buffett looks for value where others aren’t looking.
Japan is still undervalued, cash-rich, and shareholder-friendly—a rare mix.
And Buffett is telling us he’s buying more.
The question is: Are you paying attention?
Would you invest in Japan right now? Let’s talk in the comments.
If you found this useful, share it with an investor who should see Buffett’s latest move.
Would you invest in Japan right now? Let’s talk in the comments.
If you found this useful, share it with an investor who should see Buffett’s latest move.