Subject: Re: BRK borrowing Yen again
A while back someone here linked to the Acquired podcast interview with Charlie Munger. In it, Munger said deals like the Japanese trading houses come along a couple times a century. I confess I don't understand the details, but when a guy who has been making deals for damn near a century says something is the deal of a century it is time to listen up.

He also said the trading house deals were incredibly difficult and you needed a guy as smart as Warren Buffett to pull it off. So there's that.