I was recently interviewed by SeekingAlpha.com about my highest conviction stock pick. I chose Biglari Holdings (BH), formerly Steak n Shake (SNS), which we own in our client accounts. You can view the interview at Seeking Alpha. I’ve also reproduced it below. To start, can you tell us a bit about your investing approach? We [...]
Archive for the ‘Stock Analysis’ Category
When we hear the phrase “normalized earnings” on CNBC and Bloomberg, we nearly always associate it with bank earnings, but the race to normalized earnings also applies to fallen angels. These are companies that have taken a major hit because of a scandal or a perceived new threat or some other factor that causes the [...]