Tag Archives: General Mills

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

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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 »

Spinoff Odds & Ends: CDK Global, Mondelez International

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A few links for another glorious summer Friday: The activist investors at CDK Global (CDK) have a new plan to keep the star spinoff stock rising: find a buyer. The company is apparently working with Morgan Stanley to sell itself and private equity firms are apparently the target audience. That is somewhat surprising because a PE deal for… Read More »