Been thinking about how most people sleep on international opportunities when it comes to investing. The U.S. dominates the global market, sure, but Warren Buffett clearly doesn't put all his eggs in one basket. The legendary investor actually has a pretty interesting collection of international stocks tucked into Berkshire Hathaway's portfolio, and honestly, it's worth paying attention to.

So what exactly is Buffett holding outside the U.S.? His regulatory filings show he's got positions in some fascinating companies. There's Nu Holdings and StoneCo, both Brazilian firms that handle digital banking and IT solutions respectively. Then there's Liberty Latin America, a telecom player based in Bermuda that operates across the Caribbean and Latin America. Diageo, the beverage alcohol giant from London, rounds out the more traditional picks. But here's where it gets interesting - Buffett also made that massive $4 billion bet on Taiwan Semiconductor Manufacturing, and he's been holding BYD, the Chinese EV maker, since 2008. Plus, he's got a significant stake in Japanese trading company Itochu.

Now, if you're trying to figure out which of these Warren Buffett international stocks is actually worth your attention, you can probably eliminate a few right away. Some of these companies have been all over the place with profitability - one quarter making money, the next quarter losing it. BYD stays consistently profitable, but investing in Chinese companies right now comes with its own set of risks and uncertainties. That narrows things down pretty quickly.

What really stands out to me is Taiwan Semi. Here's why Buffett seems most excited about this one. First, the growth story is compelling - TSMC is already expanding revenue faster than the other serious contenders like Diageo or Itochu. Second, valuations matter, and while all three are reasonably priced, Taiwan Semi's forward P/E of 13.7 is solid, especially considering the stock got absolutely hammered with a 30% drop year-to-date at the time this was written. Third, and this is the real tell - Taiwan Semi makes up 1.4% of Berkshire's entire portfolio, which makes it the largest stake in any company based outside the U.S. That's not accidental positioning.

The thing about Warren Buffett international stocks is that they give you a window into how one of history's greatest investors thinks about global opportunities. Most retail investors never even consider looking beyond U.S. shores, but Buffett's clearly betting that some of the best opportunities are exactly where most people aren't looking. Whether it's semiconductors from Taiwan or established beverage companies from London, there's real value being uncovered if you're willing to do the work.