Industry Analysis

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Questions for Industry Analysis (4)
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Answer
What are the key differences among these five companies? For example, is Mitsubishi stronger in energy, and is Itochu stronger in consumer goods?
Updated At
8/17/2025
1
Answer
How does Charlie Munger determine if an industry has a 'structural advantage'?
Updated At
8/17/2025
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If he were still trading today, which industries or sectors would he focus on?
Updated At
8/17/2025
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Buffett has indicated potential business collaborations with these trading companies. In which sectors do you think this is most likely to occur? (e.g., Energy, Insurance)
Updated At
8/17/2025