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OracleofCarolina

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Everything posted by OracleofCarolina

  1. It was on Fox Business News around mid Feb...he mentioned it kind of casually while answering another question.
  2. Not bad..almost as good as Paul Ryan..lol
  3. Seems like everybody loves BAC..at least they did on 12/31/2013.
  4. A big Thank You to Sanjeev and all the members of this board. I have learned so much and continue to learn from everyone here. Jason
  5. The sparring continues between CBRL and BH. CBRL offered to buy all of Biglari's shares at market price.
  6. Saw Howard Marks sold his house in Malibu for $75 million..must be nice..he purchased from the Herbalife founder in 2002 for $31 million
  7. http://www.charlotteobserver.com/2013/01/04/3764921/charlotte-student-launches-hedge.html Here's an update on the guys!
  8. +42% no leverage, no shorts, concentrated portfolio, i usually hold 6 go 15 positions BAC(stock and warrants), CBRL, GM warrants, and PRXI were my winners
  9. More Cohen insider trades... http://mobile.bloomberg.com/news/2012-12-17/sac-e-mails-show-steve-conen-consulted-on-key-dell-trade.html?cmpid=yhoo
  10. This post should be "who is not paying a special dividend". One company I used to own, CTM Media, plans to pay all of 2013's dividends before the end of this year. I thought that may be a little aggressive but then I saw Seaboard plans to pay the next 4 years worth of dividends before the end of this year.
  11. http://www.biglariholdings.com/letters/2012.pdf Cheers!
  12. Well, at least this was caught early...one of the guys in South Africa misappropriated approximately $128,000 of cash and paid back $40,000 already. http://finance.yahoo.com/news/chanticleer-holdings-completes-audit-south-211603250.html
  13. Buffett is on Charlie Rose tonight!
  14. I thought the board would enjoy these two letters http://finance.yahoo.com/news/paragon-technologies-chairman-sham-gads-230000308.html http://www.trinitybk.com/pdf/investor/Third-Quarter-2012-Shareholder-Letter-with-Press-Release.pdf
  15. Welp, no surprise but Biglari lost the proxy battle with CBRL..here is a little coverage of his reaction http://m.bizjournals.com/nashville/blog/2012/11/brush-with-biglari-leads-to-rolled.html?ana=yfcpc&r=full
  16. I haven't watched Baraka yet, but I saw Samsara twice! Freaking awesome, the DVD comes out in January.
  17. http://finance.yahoo.com/q?s=prxi Congrats to the folks still long PRXI...the operating business is actually profitable per today's earning release and they announced a non-binding letter of intent to purchase the artifacts for $189 million. Lots of questions though on how the possible sale will be constructed to minimize taxes and how the proceeds will flow to shareholders.
  18. http://wap.myfoxny.com/w/main/story/74652679/ I would bet this guy put in a bid for the artifacts..he could exhibit them on the Titanic 2! Probably no way that the court would approve something like that though.
  19. http://mobile.reuters.com/article/idUSBRE88O0W220120925?irpc=43
  20. I agree Sanjeev..doesn't look good..let's just wait for more info..for now just looks like a minor setback
  21. An update from Sardar http://finance.yahoo.com/news/cracker-barrel-makes-faux-offer-233400320.html
  22. Anyone still follow CCA? Looks like their new Nail Gel Perfect product is selling well http://finance.yahoo.com/news/cca-industries-inc-reports-second-202600421.html
  23. Pretty much the whole thing is about CHK!
  24. http://brooklyninvestor.blogspot.com/2012/05/leucadia-national-annual-meeting-notes.html?m=1 Corrected the link...sorry about that
  25. http://www.bizjournals.com/charlotte/blog/real_estate/2012/05/parkway-agrees-to-buy-hearst-tower.html?ana=RSS&s=article_search&utm_source=dlvr.it&utm_medium=twitter One of the tallest buildings in Charlotte. Cheers
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