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Stocks B / Berkshire Hathaway


Subject:  Re: Rethinking Heinz addition Date:  2/23/2013  1:20 PM
Author:  mungofitch Number:  199024 of 218866

The key is that the likely strategic investment play in this case is a
restructuring of Heinz's operations and financial structure, a skill set
arguably more greatly possessed by 3G Capital than BRK. BRK's main value-add is,
in turn, their deep pockets and the legitimacy of the deal being associated with BRK and Mr. Buffet.

Phrased another way, one might view it as a deal that only made sense
if some changes were made at Heinz. Berkshire doesn't have a management
team to do so, they don't do deals that require supplying management.

I'm not entirely sure this is really true, Heinz seems pretty