Value Investing News

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

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

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

This real special situations investment account was up 2.8% in November and the year-to-date performance for the portfolio remains a strong 45.35%. Read about the latest transactions involving Western Sizzlin, Steak n Shake, Centennial Communications, and Bristol-Myers Squibb.

Sardar Biglari acting CEO of Steak n Shake has wasted no time in turning the company into a holding company much like Warren Buffett did with Berkshire Hathaway...

Biglari runs a partnership much like the one Warren Buffett ran earlier in his career.

Young Texas biz whiz given access to $10M in Steak n Shake cash to buy what strikes his fancy.

Good qualitative notes on the recent two hour Steak N Shake annual meeting.

An analysis of Western Sizzlin as an investment prospect, looking at restaurant ops, land holdings, its investment advisory business, and investments in ITEX and SNS.

The required ratios for the fixed coverage ratio increase every quarter ending with a required range of not less than between (1-1.2) for the last quarter of fiscal 2009. Overall, the numbers look ok for now, with trouble not looking imminent in the near term. Especially so when you consider that the 1st and 4th quarters are traditionally the slowest for Steak ‘N Shake.

What defines a value investor? Many think that value investing is about picking stocks with low PE ratios or stocks trading under book value...

Steak n Shake is in the midst of a turnaround. Through the lens of an investor, this article explores concrete steps the company can take to help ensure success.

Notes and comments on the Steak n' Shake Investor's Day on November 11, 2008.