No. of Recommendations: 5
As I've stated before, I think that Berkshire Hathaway is the best company in the world, but I, like all of us, think that some parts are less than stellar. I'll mention a few parts that I'm critical of, and maybe you will chime in with parts that you think are particularly good or not so good.
1. I'm an outspoken critic of owning PacifiCorp. The fire risk in California and Oregon is just too high. Just ask PG&E.
2. I'm not a huge fan of buying OxyChem. Berkshire probably got a good price ($9.7B), but the chlor-alkali business is at best a so-so business.
3. Kraft-Heinz stock is down from $90 to $24, and Buffett has stated publicly that he doesn't think that splitting the company will help. Buffett has also stated that he paid too much for Kraft. Personally, I think that 3G was not a great partner in the original Heinz deal. 3G's business strategy was basically just to cut staff.
Some people on this board have also been critical of Precision Cast Parts and Lubrizol.
What's your take?
