Comments on: Dr Pepper Snapple: Spin-off Bargain?

By: Weekend Reading at VIN Value Plays

Weekend Reading at VIN Value Plays — Tue, 08 Sep 2009 05:26:18 +0000

[...] 3. Dr Pepper Snapple: Spin-off Bargain? [...]

By: TheTop 10 at VIN Value Plays

TheTop 10 at VIN Value Plays — Tue, 08 Sep 2009 05:11:47 +0000

[...] 6. Dr Pepper Snapple: Spin-off Bargain? [...]

By: Dr Pepper Snapple (DPS) Spinoff — Old School Value

Dr Pepper Snapple (DPS) Spinoff — Old School Value — Wed, 29 Oct 2008 04:16:33 +0000

[...] of what I think could be the value. For a more detailed look at the business, My Value Idea and Future Blind have already presented an excellent analysis of DPS. (My Value Idea wrote 3 parts to DPS). [...]

By: Dr Pepper Spinoff « bert frenso

Dr Pepper Spinoff « bert frenso — Tue, 07 Oct 2008 13:44:50 +0000

[...] Future Blind [...]

By: Bookmarks about Snapple

Bookmarks about Snapple — Fri, 26 Sep 2008 05:45:26 +0000

[...] – bookmarked by 6 members originally found by ldpham on 2008-09-13 Dr Pepper Snapple: Spin-off Bargain? http://www.futureblind.com/2008/05/dr-pepper-snapple-spin-off-bargain/ – bookmarked by 4 members [...]

By: 3 Interesting 13F Buys (Q2-08) | FutureBlind

3 Interesting 13F Buys (Q2-08) | FutureBlind — Fri, 15 Aug 2008 17:16:15 +0000

[...] Schweppes and traded in the $20-26 range until the end of the quarter. Shortly after the spin-off, I wrote this post citing Dr Pepper as a potential bargain. It looks like some large activist investors took my [...]

By: snapple 1988

snapple 1988 — Tue, 08 Jul 2008 07:47:20 +0000

[...] began to trade. … In 1988 and 1989, Warren Buffett loaded up on shares of Coca-Cola at a split …http://www.futureblind.com/2008/05/dr-pepper-snapple-spin-off-bargain/Dr Pepper Snapple Group, Inc., – Leadership TeamYoung was elected a director in October 2007 upon [...]

By: George

George — Mon, 26 May 2008 01:17:15 +0000

Thanks for sharing the details on the amount of equity Buffett obtained in this deal. I thought he was only lending to Mars, I didn’t realize that he had bought $2 billion in equity.

By: Vooch

Vooch — Thu, 15 May 2008 04:34:49 +0000

George,

First, the Mars family approached the Wrigley family.

Second, Buffett bought $2B in equity and sold $4.5B in loans to Mars.

Third, Buffett got a 20% discount on the $2B he bought… making over $400 mil on the transaction.

- Vooch

By: Sami

Sami — Wed, 14 May 2008 15:11:05 +0000

I like this idea as i have been watching it as well.

Sure on a comparative basis DPS is under valued to its peers but the peers have almost iconic brands and bigger market share.

I would like to see it drop in the price before I get in.