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More Reflections on Sardar Biglari's compensation

By farnamstreet on Wed, 2010-05-05 17:17
(via myinvestingnotebook.blogspot.com)

In one stroke of the pen Sardar Biglari has simultaneously made Richard Dunning, the inept CEO of Fremont Michigan Insuracorp, appear underpaid and distanced himself from his most loyal followers. Regardless of his capital allocation skills, gone are the days when he's compared to the man he's clearly trying to emulate.

Steak N' Shake Annual Meeting Notes

By George on Sun, 2010-04-11 17:43
(via rationalangle.blogspot.com)

Nick Nejad provides some great notes from the latest Steak N' Shake annual meeting.

Fat Pitch Financials Portfolio January 2010 Update

By George on Mon, 2010-02-08 16:29
(via www.fatpitchfinancials.com)

The latest report on the performance of the Fat Pitch Financials Value Portfolio hosted at Marketocracy.

Fat Pitch Financials Portfolio 2009

By George on Mon, 2010-01-11 10:52
(via www.fatpitchfinancials.com)

The FPF Value Port outperformed the market in 2009, returning 42.44% versus just 26.47% for the S&P 500.

 

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.