- How Fortunes Change…
May 2002 May 2012 Market Value Market Value AAPL $ 8,688.00 AAPL $ 528,842.00 DELL $ 68,744.00 DELL $ 23,347.80 CSCO $ 119,152.00 CSCO $ 89,595.00 MSFT $ 294,309.00 MSFT $ 246,877.00 HPQ $ 47,481.00 HPQ $ 44,982.12 IBM $ 143,673.00 IBM $ 233,415.00 Total (excluding Apple) $ 673,359.00 $ 638,216.92 *approximate market values Read more – ‘How Fortunes Change…’.
- 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’.
The content contained in this blog represents only the opinions of its author(s). We, or clients we advise, may hold long or short positions in securities mentioned in the blog. Nothing on this website should be considered investment advice and should never be relied on in making an investment decisions.
This blog is not a solicitation of business. The content herein is intended solely for the entertainment of the reader and the author(s).