Leaderboard

Yes, a lot has happened over the past year, some of which we may have already been forgotten about. Here are a few that come to my mind. 1. What percentage of The Keg was sold to LFG and for how much. 2. How did Sleep County perform during its first full year under Fairfax. 3. Vacatia had its first full year under Fairfax. The initial update after Q1 seemed very positive and I would like to hear more about this business and where they see it going. 4. Seaspan did a large number of new ship build orders this year so I am looking forward to another update on the growing business. 5. What are their plans with the Under Armour share acquisition. Is this a passive investment but longer term? 6. What has happened with the Kennedy Wilson take Private acquisition. This one seems to have gone quiet. Not a company investment question but I am curious to see if there were any changes to the bond portfolio, specifically did they sell their remaining 30 year Treasuries. There will be many other questions as well. It will be interesting to review the annual report and shareholders letter, along with what is said on the conference call.