McDonald’s (NYSE:MCD) is the cheapest place to eat in the US right now.And 12% Letter editor Tom Dyson says it’s going to get more and more business as the recession puts expensive restaurants out of reach. But are prices going to stay low as McDonalds’ transport and food production costs rise? Only time will tell.

In the eyes of many, the Oracle of Omaha -- whose Berkshire Hathaway holding company owns or has major stakes in many iconic brands, including Fruit of the Loom, Kraft Foods and Johnson & Johnson -- looks like a brand investor...

Notes by Michael Onghai of the May 16, 2008 Sequoia Fund Annual Investor Day.

Who would have thought?

With all the upheaval in retail, it’s fair to ask the question – is there long-term value to be had in this space?

Score one for Sears

People are finally realizing that Wal-Mart is a retailer for all seasons - but with the stock up so much recently, is it too late to get on board?

I was interviewed by Active Trader Magazine. The question comes to mind – what do I know about trading? Absolutely nothing! This is exactly what I told David Bukey, the editor of the magazine, when he asked me for an interview. He assured me that he read my book and thought my (investing) message was very important to his readers. How can you say no to that?

Why not sell no-moat companies and buy wide-moat companies if they trade at similar multiples?

Some interesting notes from the recent earnings call..

If Best Buy is facing difficult times, Circuit City will be shellacked

Sears got more than its share of online holiday traffic this year, to place emphasis here make perfect sense.

Lampert's move will finally unlock the brand value..

Walmart vs. Sears; Reflecting on the 2005 score; Comparing Berkshire to Sears.