Cadbury
null
position
long
Kevin Dreyer
Thesis
Cadbury is seen as an attractive acquisition candidate due to its strong confectionery business and the strategic moves it has made to focus on its core strengths. The expectation is that Kraft will eventually increase their bid to acquire the company, which adds to its appeal as an investment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame for the thesis, it's unclear whether the anticipated acquisition dynamics have played out. The thesis hinges on Kraft's potential actions regarding Cadbury, which cannot be assessed without further information on developments in the acquisition process.
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