Home

fmmh

Special Situations Real Money Portfolio 2010 Performance

By George on Thu, 2011-02-03 09:52
(via www.fatpitchfinancials.com)

The Special Situations Real Money Portfolio returned 25.94% in 2010. The compound annual growth rate since inception was 29.73% at the end of 2010.

Geoff Gannon Interviews Tariq Ali of Street Capitalist

By GeoffGannon on Fri, 2010-07-09 15:46
(via www.investorquestionspodcast.com)

Geoff Gannon interviews Tariq Ali, author of the Street Capitalist value investing blog. In this 38 minute interview, they discuss Tariq's investments past and present. Stocks include: Fairfax (FFH), Madison Square Garden(MSG), and Air Transport(ATSG).

Trouble in Michigan

By George on Thu, 2010-04-15 10:42
(via streetcapitalist.com)

One of Biglari’s goals is to add an insurance operation to the holding company. This would add a number of benefits to BH, namely the fact that its float could be redeployed into accretive investments. Lawmakers in Michigan seem intent on curbing his efforts...

High Conviction: The Burger Chain That Became a Holding Company

By George on Thu, 2010-04-15 07:21
(via seekingalpha.com)

Steven Kiel of Arquitos Capital Management discusses his favorite stock for the next decade, Biglari Holdings (BH).

Why I’m Not Buying Into Biglari’s Steak ‘N Shake

By George on Mon, 2010-01-11 09:23
(via yesandnotyes.com)

Six reasons to be skeptical of Sardar Biglari as the second coming of Warren Buffett.