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Buffett Buying Heinz – Not As Expensive as Appears

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 […]

Some Thoughts on Buffett’s BRK Buyback Announcement

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 […]