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OracleofCarolina

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Everything posted by OracleofCarolina

  1. http://finance.yahoo.com/news/Biglari-Holdings-Proposes-To-prnews-664688558.html?x=0&.v=1
  2. I see BH proposing to buy the rest if Fremont at $29
  3. The transcript of the call is posted on seeking alpha, there are other interesting tidbits covered in the call
  4. Ok..this plan seems reasonable and I agree with Sanjeev about adding some board members. I'll vote a yes on my token shares and maybe add in the future.
  5. Great piece in Vanity Fair, can someone post the link.
  6. I would bet Howard Buffett was there just visiting farms and learning from the farmers. Just my hunch
  7. That's Body World exhibit...that is a different company.
  8. Anybody but me bullish on PRXI? Does not appear to be much downside and high upside. No debt,management seems to be good,artifacts conservatively valued around 2.40 or so a share, and an expediation to the Titanic starting Sunday. forget about Bodies...the value is on Titanic
  9. I was going to say Alleghany but they are more of a mid cap
  10. It is not the easiest company to place a value on
  11. Sanjeev, The $5 million note is due in november. Is Chanticleer getting the cash or the Hooter stock? Does HOA have the cash?
  12. Noticed in Chanticleer's recent 10-q that the Hooters acquisition is officially dead, well at least they still have the S African restaurants
  13. I second Parsad!
  14. Maybe SB is listening to the "vocal minority"
  15. Any thoughts on the conference call today?
  16. http://nrn.com/article/nrn-names-2010-golden-chain-winners
  17. Don't forget how to spell his name
  18. I love folks that are willing to spend $15 for a burger,fries,drink and tip. I have a Red Robin right by work and when I am driving by at lunch to get a $2 slice of pizza and a water(yes,you can call me frugal), I see the parking lot for Red Robin is packed. Therefore, I am long RRGB
  19. http://nrn.com/article/red-robin-buyout-speculation-escalates Buyout rumblings
  20. Wonder if Gabelli can get Blackrock and DFA to vote against..thats 25%
  21. http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000093859&owner=exclude&count=40 Biglari's new purchase
  22. My pink sheet shares were replaced with FBKZF (Fibrek) yesterday and I use Bank of America.
  23. Short piece in the WSJ on Gabelli, found this quote ironic "What is more, Mr. Gabelli's compensation package has been a severe drag on earnings. In 2008, Gamco's assets fell by a third and net income totaled $25 million. Even so, Mr. Gabelli received $46 million in cash compensation, 13 times as much as the second-highest-paid executive."
  24. Thanks Gabelli for not going along with Biglari's compensation proposal...I have a feeling we will see a revised proposal as I don't believe he will get the votes..Do 51% of the shareholders have to vote yes?
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