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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ValueOrGoHome   😊 😞
Number: of 21942 
Subject: Re: KHC
Date: 03/13/26 5:54 PM
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No. of Recommendations: 13
I might actually be tempted to throw this into a too-hard pile. KHC was working on separating assets for some kind of sale/split, but is pausing that because they can't do that alongside returning to profitability - it's too much work apparently. Berkshire has options for their stake that will likely not be available to us. Things like choosing sections of the business if they are up for grabs, maybe getting all of Kraft's Cheese products - like when Berkshire got Duracell from Gillette when they split it off.

But a portion of my hesitation is the corporate word salad in their releases:

"we will no longer incur related dis-synergies this year"

"I knew that this was an exciting opportunity to contemporize iconic brands"

It just seems to me, since the business is simple, that leadership should be able to put their thoughts in simple terms. And if they can't, or they want to pretend it's not simple, then they aren't too deserving of my investment dollar.
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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