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Abel deployed tens of billions of dollars in capital last quarter across multiple investments. These three large purchases have all produced very positive results for Berkshire so far.
This Japanese insurer checks many of the boxes that itemize traits Warren Buffett looks for in an investment.
Tokio Marine Holdings, Inc. (TKOMY) Q4 2026 Earnings Call Prepared Remarks Transcript
Berkshire Hathaway CEO Greg Abel presides over the 2026 Berkshire Hathaway annual meeting.
The WisdomTree Japan Hedged Equity Fund is an effective tool for investors looking to follow Berkshire Hathaway into Japan.
I upgrade Tokio Marine from "Hold" to "Buy," considering the transformative partnership with Berkshire Hathaway's National Indemnity Company/NIC. The collaboration with NIC enhances TKOMY's M&A capacity and improves its risk profile. NIC's ability to increase its stake from 2.56% to 9.90% through open-market purchases could drive upward pressure on Tokio's shares.
The conglomerate also owns stakes of about 10% in five Japanese trading companies
Warren Buffett's Berkshire Hathaway plans to acquire a 2.5% stake in Tokio Marine for $1.8 billion as part of a strategic partnership.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.