$2216 Apr 2026 17:56
Kraft Heinz has a long road ahead but I'm guessing the stock has finally found a floor and will recover from here. Deciding not to split was a good decision, keeps berkshire hathaway on board and the savings of the combined entity should strengthen the balance sheet, which we ate going to need. I've taken a dip in the water at $22, nothing to heavy and I'm prepared to wait and average up if and when progress is made.
Three reasons to invest?
1. Its size gives it a big advantage when it comes to negotiating with suppliers.
2. It has the number one or number two products in 80% of the categories it competes in.
3. ~6% dividend whilst I wait for the story to unfold
aimo