Nomura Speculates On Coca-Cola LBO; Winters Says Deja Vu All Over Again

David Winters saw this move coming from a mile away.

When Winters claimed that The Coca-Cola Co (NYSE:KO) was a potential leveraged buyout target of Warren Buffett – and Buffett denied such speculation – the hedge fund manager believed current management was enriching themselves at the expense of shareholders. Winters believed that with some aggressive cost cutting and smart management, Coke’s fortunes could be reversed and shareholders could benefit.  But he worried that Buffett might take the opportunity for himself, speculation that was dismissed in the mainstream press.

Until today.

A recent Nomura Securities investor note, reviewed by ValueWalk and first reported by Bloomberg, discusses the possibility of a Coke leveraged buyout by Buffett and the...