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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: WEBspired ✭🐝  😊 😞
Number: of 16621 
Subject: Kraft Heinz math
Date: 09/05/2025 5:42 PM
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No. of Recommendations: 20
Interesting breakdown from Adam Mead’s. Watchlist Investing email:

“I've seen the headlines about Buffett's "big mistake" in buying Kraft. The *actual* record isn't that terrible. IRR of almost 6% is more of an opportunity cost loss than a major blunder. Berkshire paid $9.8 billion, collected $6.3 billion in dividends, AND still has an asset worth $8.8 billion.

Also, don't forget: Berkshire wrote *up* its investment by $6.8 billion in 2015 after the merger. That's conveniently forgotten when discussing the (admittedly many) goodwill impairments.”
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