The Motley Fool Discussion Boards
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