Grenville

awesome! thanks for posting.

Happy 50th! Hope you enjoy your day. You're just at the halfway mark!

Thanks! Official press release from NV Energy: https://nvenergy.mediaroom.com/index.php?s=8838&item=136823

Thanks for posting the letter! You've been a great inspiration to me and have helped encourage me on my path of investing. Thanks for setting a great example of doing things the right way and with a long term focus. It's been great watching you interact with partners, message board members, investors and others in the field. A great learning experience!

Thanks for the link. Was curious about standstill agreements and their background!

I enjoy going to WF for their pizza. They have high end pizza freshly made and a great deal for two slices at $5. It might seem pricey to some, but they use really good ingredients.

thanks, enjoying the posts!

Thanks!

Thanks for posting the interview. I enjoyed the whole thing. Long live Charlie Munger!

http://www.fairfax.ca/news/press-releases/press-release-details/2013/Fairfax-Financial-Holdings-Limited-First-Quarter-Financial-Results/default.aspx Combined ratio 94% Book Value 373

Haven't had too much time to follow the discussion here, but I checked the 2009 Zenith National AR and it has details on historical loss ratios that might be helpful. There is detail in Stanley Zax's letter on the loss ratio. Morningstar has the 2009 AR archived. The link is below. http://quicktake.morningstar.com/stocknet/secdocuments.aspx?symbol=znt

Awesome article! Thanks for posting. I like the anecdotes on Ted and Todd. I am going to start tracking how much I read on a daily basis. I wish I could read 500 to 600 pages a day!

Nice article, thanks for posting!

Thanks for posting! Interesting to see Berkshire building up their excess and surplus lines.

I haven't really followed this thread, but I noticed this quote while reading the LUK letters and thought it might apply here: from the 2009 AR, written in reference to Keen Energy, the contract drilling sub:

thnks!

Situation developing. See Zerohedge for live feed from CBS and updated info.

Great dinner and AGM, I had an awesome time learning and meeting people. Thanks!

I'm surprised he gave a fair value on RIM. I don't think I've ever heard Prem put a value on something publicly. Has he done that before?

Great video and inspiring! Thank you for posting it and thank you to Mohnish for making it and making it available for others to view.

Nice! Thanks for posting.

nice video, thanks for the link, helpful to get more color on Prem's comments from the letter

Thks for the info!

Didn't know that, so I did some digging and here are some articles in regards to the bond purchase and a letter Buffett wrote to Bezos praising him for expensing stock options. It looks like the bonds were bought at Geico. "Buffett praises Amazon, then buys its debt" http://articles.chicagotribune.com/2003-04-12/business/0304120174_1_junk-bonds-warren-buffett-berkshire-hathaway "Warren Buffett Puts His Money Where His Mouth Is" http://articles.sun-sentinel.com/2003-04-08/business/0304070608_1_berkshire-hathaway-warren-buffett-amazon-com

http://news.yahoo.com/wells-fargo-boss-talks-bank-174027047.html —Warren Buffett is your biggest shareholder. (His conglomerate, Berkshire Hathaway, holds an 8 percent stake in Wells, about $14 billion worth, according to financial data provider FactSet.) Tell us about that. He reads everything. One time I talked to him on a Monday, we'd put out our 10-Q (a quarterly financial report) on a Friday, and he said he spent all day Saturday reading it cover to cover. I said, 'Warren, you do that often?' He said, 'Oh, I love Q's.' He was asking me about some esoteric asset — I was blown away. Interesting stuff! Thanks for the link!