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

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Kabukicho red light district, Shinjuku, Tokyo, Japan

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

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