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Superb Biglari Holdings Analyses

We don't usually write about or alert our friends on specific companies, since plenty of others do that. We do so only in particularly interesting or unique situations, or those from which activist investors can learn something helpful.

 

Biglari Holdings conducts its annual meeting today. We haven't studied the situation in depth, and just followed it in the news. We do know it's different and contentious.

 

We found this analysis worth the time of BH investors and others. Farnam Street Investments, a small fund in California, owns BH shares and plans to attend the meeting. They urge an inventive and equitable compromise.

 

As we say on occasion, we wish we wrote this.

 

MRL

Recent TAI blog posts

 

Shareholder Activism: Are You Prepared? PwC Wants to Assess You. (4/7/15) 

Games Nominating Committees Play (3/31/15) 

Mandatory BoD Retirement or Say-on-Directors? (3/24/15) 

At GM, A Short-Lived Activist Project (3/12/15 email)

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You can find other useful resources at the  TAI website , including our research on  "Effective Activism" , our new resource guides on attorneys for activist investors and on activist investing data sourcesour  white paper  with the basics on activist investing, and our new guides on  exempt solicitation consent solicitation , and  special shareholder meetings . 
For further information, please contact:
 
Michael R. Levin
m.levin@theactivistinvestor.com
847.830.1479