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Warren Buffett, Coca-Cola and the Not-So-American Dream

in The Process by

Next Thursday, for the seventh time, I am going to Omaha, Nebraska, for the Berkshire Hathaway annual meeting. But this is the first time that I find myself respecting Mr. Buffett a little bit less than the year before. One of Berkshire Hathaway’s largest and oldest stock holdings, Coca-Cola Co., held a proxy vote yesterday,…

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Buffett Buying Heinz – Not As Expensive as Appears

in FP: Latest/Stock Analysis by

Berkshire Hathaway buying Heinz is unlike any deal Buffett has ever done.  In his past deals he was always a passive owner – he let existing management continue to run the company.  In this case 3G, a private equity firm that has done terrific turnarounds in the past, will be the new management.  They are…

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Some Thoughts on Buffett’s BRK Buyback Announcement

in FP: Latest/Stock Analysis by

Most CEOs are not good capital allocators when it comes to their stock: They are not objective analyzing their company and thus not objective in share buyback. In majority of cases they think their stock is a buy all the time. Why? Because they spend long hours trying to grow the business, they keep telling…

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