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Whitney Tilson Loves Buffett's Heinz Acquisition

February 14, 2013 | About:
Canadian Value

CanadianValue

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Whitney Tilson loves the Heinz (HNZ) deal despite the seemingly rich price of 20 times earnings for a slow growth business.

Why? Because it takes a big lump of Berkshire (BRK.A)(BRK.B)'s cash which is earning nothing today and creates a decent and growing return. And also because Tilson loves the management team at 3G Capital (the partner in the deal) who Tilson thinks is the best management team in the world over the past 20 years. You can expect the 3G guys to bring a lot of efficiency to the Heinz operation.












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