Bill Ackman apparently took a humongous position in MDLZ. The stock price popped up 5%-7% at first but went back to unchanged as the market tanked. And today, the stock is actually down a little. I guess it popped up on comments that Kraft-Heinz/3G would be interested in making a bid for MDLZ, and…
Tag: 3G
Zero-based Budgeting Book
By the way, there is a lot of talk now again about zero-based budgeting because of the Kraft-Heinz merger. Some view cost-cutters as people who just come in and blow-torch the place, take out short-term profits and destroy the business. Maybe this was done in the 1980’s. But there is a lot more to it…
Kraft-Heinz
So 3G/BRK made their move and Kraft it is. Buffett was on CNBC this morning and he said that BRK paid $4.25 billion for common stock in Heinz initially and will pay another $5.2 billion to get this deal done for a total common equity investment of around $9.5 billion. After this deal…
Cost Cutting, R&D etc.
This is going to be a wandering post, just thinking out loud about a few things that have been on my mind. I’ve been posting about “outsider” CEO’s and now about 3G Capital. They of course have a lot in common, but one thing is that these acquisitive CEO’s cut costs, and sometimes a lot….
Heinz Update: Who’s Next?
So it’s been about a year since BRK and 3G Capital acquired Heinz (HNZ). This is old news to most of you as the 10-Q for the first quarter was posted more than a month ago. It is pretty amazing to read and you will see how incredible the 3G folks really are. To find…
Is Coke Undermanaged?!
OK, now that’s a silly idea. Coke (KO) is one of the most respected companies and known to be very well managed. It is an excellent company for sure. One great thing about running a blog is that I can just think out loud here and sometimes someone pulls on a thread and gets…
Big Dream: Anheuser-Busch InBev (BUD) / Coca-Cola (KO) Merger
This morning KO’s stock price popped up on a comment by David Winters that Buffett and 3G are planning to take KO private. He said that there are indications that something is going on, including press reports in Brazil regarding something related to 3G, KO and Buffett. Now, I don’t want to speculate on mergers…