You didn't really answer my question, but I am still thrilled, as it is always a privilege to talk to an expert.
For starters (and other than Biglari Holdings) what 2 or 3 value ideas to you consider most attractive right now? I am sure the rest of the board would be interested in an expert opinion (and of course getting rich in the process). You have really nailed the BH investment, and thus your credibility is sky high right now.
To play ball, I am a fan of Loews in here and just started adding to Aspen Holdings last week.