Chatting it up on the 13F Berkshire released this week.
Bottom line, I'm more interested in what wasn't in the 13F - Japan stocks. You see, a 13F shows the stocks the firm owns inside the US, not international. It's not just the trading houses, or Soga Shosha, that are interesting, it's the valuations, cash flow, decreasing debt, and pure earnings after a 30 year recession that Japan may be getting out of.
Also, when asked what I "liked" in his top 5 holdings, I summed it up from the high level, Apple represents the big US growth sector, BAC the value arena, and OXY the energy/commodity/beat up value arena. Why not buy some index funds instead and make it easy on yourself? Individual stocks take patience and nerves of steel.