Tag Archives: BRKB stock

Spinoff Odds & Ends: The Time Is DNOW, Redux and More

By |
5 Comments

Hedge funds get rich using OPM (other people’s money) so why not use OPW (other people’s work) to generate some ideas? Might be helpful if volatility is back… Clark Street Value takes a look at two upcoming real estate related spinoffs. The first is Spirit Realty Capital’s (SRC) upcoming ‘bad asset’ portfolio spinoff. It will consist of properties… Read More »

Might Lemann Team With Buffett To Put Kraft(KHC) And Mondelez(MDLZ) Together Again?

By |
7 Comments

Humans are nothing if not pattern recognition machines. Even in random data, we see patterns. So Bloomberg’s report that Jorge Paulo Lemann’s 3G is expected by some to be ready to do another large deal is no surprise. Never mind that the supposition is based on a mere two data points: two years separated 3G’s 2013 acquisition of… Read More »