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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: BRKNut ⎊⎊  😊 😞
Number: of 15061 
Subject: Re: Kraft Heinz
Date: 04/09/2024 1:18 PM
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No. of Recommendations: 8
It would be instructive to hear from 3G their learnings from these, and why their earlier playbook stopped working. Anyone have a recommendation? Book or report etc. ? Much appreciated.

From comments from Buffett and Munger, the zero based budgeting and super-aggressive approach to pruning out management layers defines the 3G approach. Consumer brands have a history of accumulated fat.

Also would like to thank the creators of this site! I have missed this since TMF. Thanks to the thoughtful posters here!!



<<<<3G's underperformed by quite a bit over the last 5-10 years.

AB Inbev
Restaurant Brands
Kraft Heinz

Their CPG and consumer brands M&A playbook worked for a good while.>>>>>
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