Biglari Holdings (NYSE:BH)

Fool article.

Mispriced due to CBRL holdings.

In the long term a good investement.

Great leadership, great vision, not a great value, but can-be over the long-term.

Growth potential

Good capital allocator that now has a cash generating machine behind him. He'll do deals. He'll buy back stock. He'll also buy his shares on the open market, instead of issuing options.

Might go down. But PE=18 and growth is very high.

I'm not putting real life money into this one, but I will be watching with great interest. Should be fun.

I thought this was expensive until I looked at the numbers....$40 per share in cash ? Geez thats just a ratio of 12-1 and not much debt...there may actually still be some upside from here....target 520 per share within the next 6 months...

have owned this for a few years, when it was called something else.

Price is higher than i like but i want my caps to mirror my personal holdings.

A special opportunity as the company is run by activist investor / hedge fund manager with great turnaround potential.

He may not be son-of-Buffet, but Biglari seems like a savvy investor who's looking for values. The stock got beaten down on his comp package, and was a buy under 300.

Good track record of value creation (compensation debacle not withstanding...) and has had success with Steak-N-Shake. This call requires a bit of trust in Biglari, but so far he's done ok. Seems disciplined with his targets and acquisitions. If he can keep that up, he should be successful.

undervalued already and ceo has record of inreasing value

Perhaps this sounds like sour grapes, but I really, really think this kid is not the second coming of the oracle, Warren Buffett.

For one thing, unlike Mr. Buffett, there is no evidence that Biglari has come up with many new ideas of his own. Every play seems an exact replica of know Buffett schemes. Second, Biglari atended a third-rate school. I know, I know, it sounds snooty. But ask yourself, if you were a Persian kid from a wealthy family AND you attended a third-rate school, well.... Third, all of his shenanigans are finally catching up with him. 25% of any increase in book?? Get a break. This kid needs to be sent back to elementary school.

Didn't want to jump on the bet that Biglari is the next Buffett when BH shares looked less cheap. But now that Biglari and BH have been roughed up a bit, seems like a good time to test an outperform play in CAPS.

Reaction to new comp plan is overdone

Strictly a speculation on my part. I tried to read up on Sandar Biglari but there is pitably little information about him on the Internet. Wilkapeadia just mentions his birthplace, date and college he attended, plus his career at S & S.

Bought RL at $325