Berkshire Hathaway Exits BYD Stake as Focus Shifts to Japanese Holdings

The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.

Berkshire Hathaway Completes Exit from BYD Stake

Berkshire Hathaway has finalized the sale of its remaining shares in Chinese electric vehicle manufacturer BYD, confirming a strategic shift after nearly 17 years of investment. The move, completed by June 2025, marks the end of a long-standing partnership that began with Berkshire’s initial acquisition in 2008. !-- wp:paragraph --> BYD publicly acknowledged the divestment on the Chinese social media platform Weibo. Li Yunfei, BYD’s public relations executive, expressed gratitude toward Warren Buffett and Charlie Munger for their confidence and support over the years, emphasizing that buying and selling stocks is a fundamental aspect of investing. !-- wp:paragraph -->

“Investing in stocks involves both buying and selling, which is completely normal. We are grateful for Charlie Munger’s and Warren Buffett’s recognition of BYD, as well as for the investment, support, and companionship over the past 17 years.”

BYD Executives Address Investor Concerns

BYD Executive Vice President Stella Li reiterated the sentiment during an interview on CNBC Europe’s Access Middle East, affirming Buffett and Munger’s continued respect for BYD and its management. She clarified that the sale was a routine investment decision rather than a reflection of diminished confidence. !-- wp:paragraph --> Alfredo Altavilla, a special adviser to BYD, highlighted the profitability of Berkshire’s investment, noting that Buffett realized a 20-fold gain on his initial capital. Altavilla described Berkshire’s monetization of the stake as consistent with its business model of strategic buying and selling. !-- wp:paragraph -->

“We’ve been extremely glad to have had Buffett as an investor, but the fact that he monetised his position is exactly what Berkshire Hathaway does for a living: buying, earning and selling.”

Market Response to Berkshire’s BYD Exit

Despite BYD’s reassurances, the market reacted negatively to the news. Shares of BYD fell more than 6% on the Hong Kong stock exchange following the announcement, signaling investor concern over Berkshire’s withdrawal. !-- wp:paragraph -->

Berkshire Expands Holdings in Japanese Trading Companies

While exiting its Chinese investment, Berkshire Hathaway has been increasing its stakes in major Japanese trading houses. This week, Mitsui announced that Berkshire now holds at least 10% of its voting rights after acquiring additional shares. !-- wp:paragraph --> Previously, Berkshire reported a 9.8% stake in Mitsui as of March 17, 2025, representing approximately 285 million shares valued near $7.3 billion at current prices. Although Mitsui declined to specify the exact current share count, the ownership surpasses the 10% threshold. !-- wp:paragraph --> Similarly, Mitsubishi disclosed that Berkshire increased its stake from 9.7% to 10.2%, according to a recent regulatory filing. While updates on Berkshire’s other Japanese holdings—Itochu, Marubeni, and Sumitomo—are pending, it is anticipated these positions may also have crossed 10% ownership. !-- wp:paragraph -->

Investment Philosophy in Focus

Berkshire Hathaway’s approach, as reflected in this portfolio rebalancing, underscores Warren Buffett’s long-term investment philosophy: identifying durable businesses, accumulating significant stakes, and realizing gains through disciplined selling when appropriate. !-- wp:paragraph --> The BYD divestment and increased Japanese holdings demonstrate Berkshire’s adaptive strategy amid evolving global market conditions and sector dynamics. !-- wp:paragraph -->

FinOracleAI — Market View

Berkshire Hathaway’s sale of its BYD stake signals a strategic portfolio adjustment rather than a loss of faith in the Chinese EV sector. The move allows capital reallocation toward Japanese trading companies, where Berkshire is consolidating influential positions. !-- wp:paragraph -->

• Opportunities: Increased exposure to Japanese trading houses offers diversification and potential steady returns amid global supply chain shifts.
• Risks: BYD’s share price volatility following the sale highlights market sensitivity to large investor exits, potentially impacting sector sentiment.
• Berkshire’s disciplined selling reflects prudent capital management, balancing long-term holdings with liquidity needs.
• Expanding stakes in Mitsui and Mitsubishi may signal confidence in Japan’s industrial and trading sectors amid global economic uncertainties.

Impact: Berkshire Hathaway’s portfolio realignment illustrates a methodical investment approach, reinforcing its commitment to value creation through strategic asset rotation across markets.