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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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: BRKNut ✧⎊  😊 😞
Number: of 22351 
Subject: Re: Kraft Heinz
Date: 04/09/24 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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This community has written 21,861 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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