Subject: Re: KHC
I sense the same thing, that we will sell KHC. Board members are now leaving and we’ve had a large opportunity cost holding it over last 12years and 3G…well, they are not Berkshire. Seems like Greg would possibly be more open to selling the position than Warren, but who knows?!
I think it was 2007 when Kraft was spun off from Altria. I sold the Kraft shares quickly but the Kraft share price actually rose early after the spinoff before falling. Was always a strange combo- tobacco & cheese whiz!😁