I recently spoke with Cal-Maine Foods CFO Tim Dawson, and here are the notes from our conversation.

A review of "Profit from the Peak" - a book written by a pair of energy analysts that offers a comprehensive overview of our energy crisis, the possible solutions, and the investment opportunities.

A look at two housing supply stocks and their recent earnings releases, focusing on wallboard maker USG.

A look at the stress in the credit default swap market for financial companies, relative to the ratings implied by the debt markets.

Why Buffett likes Wells and US Bank so much, and why Wachovia is a trainwreck by comparison.

A PDF file outlining why I believe the company is undervalued.

Interesting insights on the state of the credit markets...

Excellent piece from New York Magazine on Greenlight Capital's David Einhorn.

Lionsgate's extensive portfolio of intellectual property might be valuable enough to give you the ongoing operations for free...

Notes and thoughts from my conversation with Judy Meehan, VP at retailer American Eagle (AEO).

A grab-bag of topics mainly focusing on large cap value, as well as housing.

Why is Buffett so often misrepresented on his famous "financial weapons of mass destruction" comments?

A free PDF file showing my valuation of American Express (AXP).

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