Montaka’s Andrew Macken, the short seller taking on Buffett’s ‘inevitables’
Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis. We believe changing consumer tastes and unrealistic market expectations have created a golden opportunity to go against a large group of stocks. Read here.
KRAFT HEINZ IS A WARNING TO NOT ALWAYS INVEST LIKE WARREN BUFFETT
Jonathan Shapiro published an article in the Australian Financial Review where he discusses how one of Buffett’s biggest positions, Kraft Heinz fell 30 per cent after it made a host of horror revelations. Jonathan mentions how the Montaka funds have been actively betting against Kraft Heinz. Read here.