A list of puns related to "3G Capital"
I made an earlier post here today - I suspect we will be in the dark until Feb 17, so here's some info to help until we make lots of money. This post is long and speculative - it's weeks of thinking and many hours of research. Let me know what y'all think.
To preface this post - I suspect in a few weeks, we will start to see articles like the following: Link
Background
PSTH is playing out very similarly to the QSR (Restaurant Brands International) merger from 2014. Here's a quick summary for you:
This merger between Burger King and Tim Horton's was a wild success. All parties benefited greatly and saw massive returns.
Then and Now
PSTH now enters the picture, but the only remaining player is Bill Ackman (and the analysts on PSTH - many are the same as the BK merger). Bill has created the largest SPAC in the history of SPACs with a investor friendly structure that indicates long hold positions - let's speculate!
On the previous PSH Investor call, Bill mentioned the following:
>And you can now see a 13F list of our investors. You can form your own view on the ones that have to file 13Fs, but there are many extraordinary investors that don’t file 13Fs, including sovereign wealth funds that own less than 5% of PSTH and the large number in the dozens of family offices globally kind of billionaire family offices that have -- that bought stakes in the IPO and we think this shareholder list will be -- and is actually will be an asset for us in finding a potential target.
As many of you have noted in this subreddit - this was t
... keep reading on reddit ➡https://www.cnbc.com/2019/09/17/kraft-heinz-falls-after-second-largest-shareholder-3g-capital-sells-more-than-25-million-shares.html
Private equity firm 3G Capital Partners, the Brazilian private equity giant founded by Jorge Paulo Lemann, disclosed that it sold 25.1 million shares at a price of $28.44.
The stock cratered nearly 25% in February after Kraft Heinz wrote down $15.4 billion on two of its most iconic brands, Kraft and Oscar Mayer.
The private equity firm is the company’s second largest shareholder after Warren Buffett’s Berkshire Hathaway.
Interesting to see 3G bailing on Alibaba and Facebook. I know they have a dicey track record but wondered what everyone’s thoughts were. I wonder if their 85 price point means big players are optimistic about Fastly despite the uncertainty with Tik Tok.
Comment: Too bad I'm on the same boat as paper losses keep piling up.
http://www.cp24.com/news/parent-company-of-tim-hortons-to-buy-popeyes-for-1-8b-1.3294443
"The parent company of Tim Hortons and Burger King says it will pay $1.8 billion cash to buy the Popeyes Louisiana Kitchen chain in a friendly deal. Restaurant Brands International says it will pay $79 per share of Popeyes."
Edited (as promised with additional links adding more info):
https://www.bloomberg.com/news/articles/2017-02-21/burger-king-owner-to-buy-popeyes-chicken-chain-for-1-8-billion
http://www.cnbc.com/2017/02/21/restaurant-brands-in-deal-to-acquire-popeyes-louisiana-kitchen.html
About a year ago, someone posted a really extensive case study on this sub about 3g and their acquisition of Kraft Heinz as well as their famous cost-cutting business strategy. Long shot, but does anyone know where I can find that paper?
Shares are up 21% in premarket. Great day to be a shareholder http://www.marketwatch.com/story/berkshire-3g-capital-to-buy-heinz-in-28b-deal-2013-02-14?dist=beforebell
https://pitchbook.com/news/articles/how-3g-capital-and-a-50b-buyout-turned-kraft-heinz-upside-down
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