Value Investing

Hey, that's a great question. It's definitely a hot topic lately. Warren Buffett's every move moves the market, and his heavy bet on Japan this time genuinely surprised many.

Beyond the Big Five Trading Houses: What Other Japanese Companies Meet the "Buffett Criteria"? Warren Buffett's investment criteria (known as the "Buffett Criteria") primarily emphasize companies with...

Does This Investment Prove That Severely Undervalued "Cigar Butt Stocks" Still Exist in Today's Information-Age Market? Introduction Yes, Warren Buffett’s investment in Japan’s five major trading hous...

New Insights on "Value" and "Growth" from This Investment Warren Buffett’s investment in Japan’s five major trading houses (Itochu, Mitsubishi Corporation, Mitsui & Co.

Core Investment Principles Learned from Buffett's Investment in Japan's Five Major Trading Houses Warren Buffett's 2020 investment in Japan's five major trading houses (Itochu, Mitsubishi, Mitsui, Sum...

Analysis of the Impact of Buffett's Intervention on Stock Pricing Buffett's investment activities, particularly his involvement with Japan's five major trading houses (such as Mitsubishi Corp.

Warren Buffett's View on Mr. Market's Pricing Yes, Warren Buffett indeed believes that "Mr. Market" has assigned excessively pessimistic valuations to Japan’s five major trading houses (Itochu, Mitsub...

How Does Buffett Value Companies with Diverse Global Operations? As a leading figure in value investing, Warren Buffett applies consistent value investing principles when valuing companies with divers...

What is the Price-to-Book Ratio (P/B Ratio)? The Price-to-Book Ratio (P/B Ratio) is a key financial metric used in stock valuation, measuring the ratio of a stock's market price to its net asset value...

Core of Buffett's Investment in Japan's Big Five Trading Houses: Trading Price Far Below Intrinsic Value Warren Buffett's investment philosophy emphasizes "buying wonderful businesses at prices below ...

Similarities Value Investing Principles: Warren Buffett's investments in Japan's five major trading companies (Itochu, Marubeni, Mitsubishi, Mitsui, Sumitomo) follow the same value investing logic a...

How Does Warren Buffett Assess the Intrinsic Value of Intangible Assets Like Brand Value? As a leading figure in value investing, Warren Buffett has frequently discussed the valuation of intangible as...

Warren Buffett's Views on Stock Repurchases Warren Buffett has repeatedly emphasized in his shareholder letters that the wisdom of stock repurchases depends on the relationship between a company’s sto...

What is Float? Float refers to the premiums collected by insurance companies from customers, which are held temporarily before being paid out as claims or expenses.

Selected Investment Warren Buffett's investment in IBM (purchased approximately $10.7 billion worth of IBM stock in 2011, then gradually sold between 2017-2018).

Analysis of the Relationship Between Buffett's Success and "Sweetheart Deals" Validity of the Criticism Yes, this criticism holds some validity.

Has Berkshire's Massive Size Become Its Greatest Obstacle to Achieving Excess Returns? Yes, Berkshire Hathaway's enormous size has indeed become one of its greatest obstacles to achieving excess retur...

The Biggest Blind Spot in Buffett's Investment Philosophy Buffett's investment philosophy centers on value investing, emphasizing investments within his "circle of competence"—companies with simple, p...

This is a brilliant "thought experiment" because it forces a head-on collision between two radically different, yet immensely powerful philosophies of value.

The Acquisition Case That Best Represents Warren Buffett's Investment Philosophy The case I have chosen is Berkshire Hathaway's acquisition of See's Candies in 1972.