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Jon Heller, CFA  

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  • Asset-Rich Ruby Tuesday Still Trying To Right The Ship
    Thu, Apr. 16 RT 1 Comment

    Summary

    • The casual dining chain has struggled operationally, with just one profitable quarter in the past two years.
    • RT is asset-rich, owning an interesting real estate portfolio.
    • The stock has not participated in the restaurant bull market of the past several years.
    • The company needs to do something big to differentiate itself in the casual dining space, in order to get customers in the door.
  • Biglari Holdings Proxy Battle Ends In A Whimper But It Won't Be The Last
    Fri, Apr. 10 BH 16 Comments

    Summary

    • Sitting board held onto their seats; however final vote counts not yet known.
    • Sardar Biglari seemed emboldened by the challenge; unapologetic.
    • Shareholders now left to contend with the "Biglari Discount"; the growing disconnect between the share price and intrinsic value.
    • Shares are Severely Undervalued by the Market, but may remain there.
  • Tootsie Roll's Mel Gordon Dies At 95: Don't Fall For The Acquisition Hype Just Yet
    Sun, Jan. 25 TR 8 Comments
  • Last Year's Biggest Net / Nets: One Year Later
    Nov. 16, 2009 IM, TECD, BHE 1 Comment
  • JG Boswell: Fundamental Stats
    Nov. 12, 2009 BWEL Comment!
  • JG Boswell: Former Giant Still Appealing
    Nov. 5, 2009 BWEL 3 Comments
  • Lazare Kaplan Trading Halt: This Can't Be Good
    Oct. 11, 2009 LKI Comment!
  • Why Gannett Is a Steal
    Oct. 7, 2009 GCI 2 Comments
  • Chromcraft Revington Update: Some Progress
    Oct. 2, 2009 SPORQ Comment!
  • Maui Land and Pineapple Looks Interesting Despite Its Share of Issues
    Aug. 28, 2009 MLP 1 Comment
  • Top 5 Net / Nets by Market Cap
    Aug. 13, 2009 OPXT, VOL, VOXX 1 Comment
  • Lazare Kaplan: Repolishing This Stock's Story
    Jul. 9, 2009 LKI 1 Comment
  • Chromcraft Revington May Have Bought Itself Some Time
    Jun. 19, 2009 SPORQ 1 Comment
  • Interview with Art Patten, President of Symmetry Capital
    May. 27, 2009 THMD, HIMX, RMT Comment!
  • Notes from Value Investing Congress West: Day 2
    May. 14, 2009 FLIC, WFC Comment!
  • Notes from Value Investing Congress West: Day 1
    May. 14, 2009 Y, MLNK, MOS Comment!
  • Notes from Value Investing Congress West
    May. 14, 2009 MOVE, ZION Comment!
  • Highlights from JG Boswell's Annual Report
    Mar. 21, 2009 BWEL 2 Comments
  • Fertile Environment For Net/Nets: Top 5 by Market Cap
    Mar. 4, 2009 SKX, KSWS, OMG 4 Comments
  • 21 Net / Net Index Completes First Year
    Feb. 15, 2009 VOXX, FINL, NUHC Comment!
  • 21 Net Net Index Update
    Jan. 13, 2009 FINL, ANDS, CTHR Comment!
  • Premier Exhibitions: Mark Sellers Takes the Fight to Shareholders
    Dec. 24, 2008 PRXI Comment!
  • Land Holdings Review 2008 (Part II)
    Dec. 14, 2008 KEWL, NNUT, PCH Comment!
  • Land Holdings Review 2008 (Part I)
    Dec. 11, 2008 ALEX, ALCO, BLMC 3 Comments
  • PICO Remains Well Capitalized
    Nov. 19, 2008 PICO Comment!
  • Eye on A.C. Moore: Rising Tide Not Lifting All Boats
    Oct. 29, 2008 ACMR Comment!
  • No Safe Havens - But Plenty of Bargains
    Oct. 12, 2008 PICO, CRESY, PRXI 2 Comments
  • Tech Data: A New Net/Net
    Oct. 3, 2008 TECD Comment!
  • US Airways: Can the Run Continue?
    Aug. 20, 2008 AAL Comment!
  • An Open Letter to Bill Miller
    Jul. 22, 2008 LM 6 Comments
  • Premier Exhibitions: The Controversy Continues
    Jul. 13, 2008 PRXI 3 Comments
  • Blyth: Punished Value Stock or a Trap?
    Jun. 29, 2008 BTH Comment!