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Wednesday, January 20, 2010


berkshire stuff

kraft is getting the rundown from some of its shareholders because of the price they are paying for cabery. It's a dangorous arbitroge because of currency risk but alot of that risk may be gone. How much of the old kkr influence (and the race groups that support kkr in spirit) is still there from the nabisco people is probily unclear but there is certainly some unhappyness with the current management by a shareholder that is usualy quiet. They may have been looking for a way to get bershire into the index (where they don't vote the shares anyway) to get a more stable shareholder base and better pricing for the stock. I may be able to use berkshire shares as margin after the split or after the merger, hopefully before so I can arb the railroad puts..

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