Kraft Heinz Drama Berkshire's CEO Greg Abel Steps In

Kraft Heinz U Turn A Surprise Victory

Right then seems Kraft Heinz that bastion of culinary mediocrity has decided against splitting itself in two. Five weeks into his tenure CEO Steve Cahillane discovered with the wide eyed naivete of a debutante at a debutante ball that the challenges are "fixable." It's like discovering that Lois isn't *actually* a natural blonde. Greg Abel Berkshire Hathaway's heir apparent – the Brian to Buffett's Stewie if you will – has given the thumbs up. Apparently they're all about "strengthening Kraft Heinz's ability to compete." One assumes this involves more than just adding more sugar and preservatives but one can never be too sure. This is the sort of corporate maneuvering that makes me want to crawl back into my cerebral simulator.

Buffett's Displeasure A Subtle Prod?

Now the article hints that Buffett himself wasn't exactly thrilled with the initial split idea. 'Disappointed,' he was like a child who's been given a pony only to find out it's a Trojan horse filled with Brussels sprouts. And three weeks prior Abel seemed to be gearing up for a massive Kraft Heinz firesale. Could this have been a pressure tactic? A bit of corporate strong arming from the Oracle of Omaha? The article dares to suggest such a thing and I must say it's deliciously Machiavellian. Perhaps next time read about Anthropic Hires Ex Trump Official AI Governance Shift which talks about similar tactics and governance shifts.

A Berkshire Stockpile Update Looms

Tuesday after the closing bell Berkshire's filing its latest portfolio snapshot with the SEC. Will they have lightened their load of Apple or Bank of America shares? Has their Alphabet position grown larger than Chris’ ego? I am sure even Olivia would be interested in all of these facts and data. And what of Todd Combs the man who's apparently moonlighting at JPMorgan? All will be revealed like the contents of Mort Goldman's medicine cabinet. It is a big deal when a company who owns the likes of GEICO who have made a cultural impact that is relevant in modern TV and content for years and years makes moves like these that influences their shareholders.

Abel's Letter Berkshire's Future

February 28th is the date to mark on your calendars as Greg Abel's first annual letter to shareholders will drop. I expect pronouncements of wisdom strategic insights and perhaps even a recipe for the perfect martini. Alongside this epistle the company's annual report and fourth quarter earnings will be released. It's a veritable feast of financial information enough to make even Bertram Wooster swoon. This information will allow us to analyze the future of the company and the strategic direction Berkshire is taking.

Internet Musings Buffett and Berkshire

The article then directs us to a plethora of online resources like flies to a particularly odorous dung heap. Wall Street Journal articles Investopedia explainers and CNBC interviews. It's enough to make one's head spin faster than Quagmire at a singles bar. Though this article is about Kraft Heinz and Berkshire Hathaway it is relevant to know that many of these companies are investing in artificial intelligence and the content and media industries such as CNBC can potentially be disrupted as artificial intelligence continues to improve over time.

Berkshire Stock Ticker The Numbers Game

Finally we're presented with a stock ticker filled with numbers that would bore even Herbert to tears. BRK.A BRK.B P/E ratios market capitalization figures… Frankly it's all rather dull unless you happen to be Scrooge McDuck. But here we are and these are indeed the facts and data.