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Canadian Biglari?


shalab
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Investment performance of the companies they mentioned isn't very good. All mid 2013 - Present:

Apollo Education : -45%

Amerco: +115%

Morgans Hotel: -72% (Looks like their activist campaign failed (very limited research here.. only based on the share movements and a Dec 2016 buyout by SBE))

BazaarVoice: -46%

Lindsay Corp: -2%

 

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