Author Topic: Buffett/Berkshire - general news  (Read 118850 times)

John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #420 on: February 17, 2017, 05:41:00 AM »
globalfinancepartners,

The headline of the article is actually to some extent misleading, because it does not indicate, that the proposal was turned down, but that is mentioned in the article. And yes, depending on the structure, this could really move the needle for BRK.

I also find the article interesting, because the content of the article gives some indication of, what's passing the desks of Mr. Buffett and Mr. Munger of potential stuff. This is [was?] huge.

This could not take place without the involvement of both BRK at top level and the 3G people. Those 3G people are really into the space of huge deals now.
”In the race of excellence … there is no finish line.”
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longinvestor

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Re: Buffett/Berkshire - general news
« Reply #421 on: February 17, 2017, 07:35:32 AM »
globalfinancepartners,

The headline of the article is actually to some extent misleading, because it does not indicate, that the proposal was turned down, but that is mentioned in the article. And yes, depending on the structure, this could really move the needle for BRK.

I also find the article interesting, because the content of the article gives some indication of, what's passing the desks of Mr. Buffett and Mr. Munger of potential stuff. This is [was?] huge.

This could not take place without the involvement of both BRK at top level and the 3G people. Those 3G people are really into the space of huge deals now.

Actually, the large theme called out by Buffett and Munger over the past few years is the definite threat to packaged consumer goods, the tug of war between store and marquee brands. Cost cutting and consolidation are key ingredients. Plus at these sizes, fix-and-flip is difficult. After all we're talking about 100 year brands. Why Berkshire and 3G stand unique at the table.

John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #422 on: February 18, 2017, 01:33:45 PM »
Without putting too much into it: The Unilever dilemma: What comes now?.
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai