Hide

FocusBar

Subscribe to Premium Member
Free 7-day Trial
All Articles and Columns »

Whitney Tilson Loves Buffett's Heinz Acquisition

February 14, 2013 | About:
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.






Tickers in the article:


Download guru portfolio report (PDF format):

Whitney TilsonDownload Guru portfolio report
Whitney Tilson (Updated on 05/21/2013)
Warren BuffettDownload Guru portfolio report
Warren Buffett (Updated on 05/21/2013)

A Screener Endorsed by Warren Buffett without Knowing

In a recent interview Warren Buffett mentioned three companies that he finds attractive. Out of the three companies he mentioned, two of them are listed in GuruFocus’ Buffett-Munger screener. Buffett-Munger Screener looks for high quality companies that are traded at fair prices, the kind of companies that Buffett buys and hold forever. The Model Portfolio of Buffett-Munger Screener has outperformed the market year-over-year. It is just one of the features provided with GuruFocus Premium Membership.

Click Here to Try It Free!

Track Gurus’ Stock Purchases Daily – Real Time Guru Picks

GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 3 days after the date of the transaction. This is just one of the features provided with GuruFocus Premium Membership.

Click Here to Try It Free!


Rating: 4.0/5 (1 vote)

Comments

Please leave your comment:


More Gurufocus Links

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial
FEEDBACK

This article has been successfully added into your Bookmark.

Members Only. Please Sign Up or Log In first.

Bookmark of this article has been deleted.