shalab Posted January 20, 2010 Posted January 20, 2010 I woke up late today; apparently he bashed the Kraft deal for Cadbury and selling the pizza unit. Anyone else watched it?
zarley Posted January 20, 2010 Posted January 20, 2010 Part 1: http://www.cnbc.com/id/15840232?video=1391001953&play=1 Part 2: http://www.cnbc.com/id/15840232?video=1391031740&play=1 Part 1 is a lot of politics and Joe Kernan being a douche. Part 2 is pretty amazing. In the first ten minutes he shits all over the Kraft/Cadbury deal, talks about the Berkshire split, and states directly that Berkshire is somewhat undervalued at current prices.
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