Mitsui: Japanese Trading House With A Berkshire 'Put'

2025-05-28 12:18:15 ET

Summary

• Mitsui & Co. is a top Japanese trading house positioned to benefit from global gas pipeline and energy demand growth.
• Despite being Japan-based, Mitsui invests worldwide, leveraging low borrowing costs and diversified holdings for shareholder value.
• Berkshire Hathaway's interest highlights Mitsui's synergy and conglomerate structure, drawing parallels to Berkshire’s own investment approach may provide a built in "put"
• Mitsui has outperformed the S&P 500 over 10 years, even after accounting for yen depreciation, showcasing strong total returns.

An international idea with downside protection

Mitsui & Co. LTD ( MITSY )( MITSF ) is one of my favorite Japanese trading house names poised to take advantage of gas pipeline growth as it relates to energy demand. Although the trading houses are domiciled in Japan and get to take advantage of the country's cheap borrowing rates, they invest in businesses and projects all over the world . ...

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