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Cracker Barrel, Biglari Holdings, and Noise Free Investments
An excerpt from our 2010 letter to the board of Biglari Holdings is now part of the Cracker Barrel defense against Sardar Biglari (Slide 35). Interestingly, this isn’t the first time our comments have made their way into SEC filings. Read more – ‘Cracker Barrel, Biglari Holdings, and Noise Free Investments’.
Jeff Interviewed
Jeff was recently featured on the Upper East Side Podcast. He comes on around the 25 min mark. Read more – ‘Jeff Interviewed’.
What’s Charlie Buying?
Charlie Munger is Chairman of a small company in California called the Daily Journal Corp. Below is an excerpt from its most recent quarterly report: During the second quarter of fiscal 2011, the Company bought shares of common stock of two foreign manufacturing companies. Source Meanwhile, the stock price of BYD, the Chinese manufacturer of [...] Read more – ‘What’s Charlie Buying?’.

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