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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (47746)5/4/2012 10:02:21 AM
From: benbuffett  Read Replies (1) of 78958
 
Hi Jurgis,

I too hold Biglari Holdings BH aka Steak n Shake. Have been in this the last 4 years. Been very pleased with the returns.

On the other hand do not ever here kind words about him from the SNS managers. Many say he is a bit arrogant. However many of these guys do not seem to realize that the mother ship is a investment vehicle or holding co.

I do not think the value is being realized in the stock currently. The Cracker Barrel CBRL holding is worth 225mil at current mkt prices. BH total mkt cap at 505mil.

BB
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