Paul Kangas of Nightly Business Report interviews James Grant. Grant doesn't think the market is cheap yet. I loved the way Grant held firm on the question of oil by indicating he has no opinion on the subject. He recommends Fidelity National Finance, Wintergreen Fund, and Tocqueville Gold Fund.

The mid-year performance report for the Fat Pitch Financials Portfolio. The number remain ugly, but not much worse than the S&P 500.

A newspaper editorial that thinks Sardar Biglari can bring Steak n Shake shareholders "a shot at leadership with a common vision for unlocking the brand’s true value."

The fourth part of the series on the Morningstar Investment conference includes notes on Jason Zweig's keynote on his book, Your Money and Your Brain, Jean-Marie Eveillard on value investing, and Brian Rogers on comparisons to the 1982 market.

Discusses a table that shows how much value some of the leading Australian infrastructure companies have lost relative to their Net tangible Asset value.

"Home goods company Blyth has fallen on hard times recently, and is down more than 50%in the past year. In fact, the Greenwich Connecticut based company has not traded at its current level since 1995... Still, all the bad news aside, of which there is plenty, this may be the case of a company that Wall Street punished a bit too quickly and severely."

A recent interview with value investor Seth Klarman where he discusses how he got into value investing, how to be successful with it, and the difficulty of finding value.

A profile of Randolph McDuff, a successful value investor on Marketocracy.

A summary of chapter 13 of Mohnish Pabrai's book, Mosaic: Perspectives on Investing. This chapter examines Bill Miller, Charlie Munger, Darwin and mental models.

Report on a breakout session called “Let’s Talk Bargains” with Bruce Berkowitz of Fairholme Capital Management and Susan Byrne of Westwood Holdings Group Ltd. at the Morningstar Investment Conference.

Notes from a breakout session called “Investing 501″ with Bill Bernstein at the Morningstar Investment Conference.

The first of a multipart series reporting on the Morningstar Investment Conference. This entry covered several comments made by Bob Torray of Torray Fund.

A summary of chapter 11 of Mohnish Pabrai's book, Mosaic: Perspectives on Investing. Dhando is all about buying wide moat businesses that generate tremendous cash.

Buffett talks about inflation, his charity lunch, and how he is a "spectator" only in the InBev Anheuser Busch takeover talks. The article includes a video of the interview.

Mohnish Pabrai discusses his upcoming lunch with Warren Buffett, rates, fuel costs, India, and more.