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Sea Island

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  1. I am very excited about this year's meeting. Looking forward to seeing old friends and making new ones!
  2. Sanjeev, I leave for Toronto in the AM and I am looking forward to seeing you. I had not logged in to the site in some time so I was distressed to read your posting regarding the dinner. I was at Joe Badali's, perhaps not the first year but early on. My association with you and the members of this community that gather for your dinner continues to be extremely rewarding. The people that I have met have broadened my investment view and enriched my life in many ways. It has also been a tremendous amount of fun and at times I may have been having more fun than I should on a "work" trip! I will be there this year and look forward to seeing old friends and making new ones. I have bought dinner tickets, raffle tickets, silent auction items (Milos Raoncic signed professional tennis bag!) attended the Ivey Conference(twice) and this year for the first time the pre-AGM dinner for shareholders. I will be buying a ticket for the presentation and browsing the silent auction items. Your dinner is about much more than Fairfax and I am grateful to have been able to attend and look forward to doing so for many years to come. Thank you, Will
  3. Sanjeev- Thank you for another fantastic event. Congratulations on the growth of the dinner, its very exciting to see. Great job on the silent auction and as always the line up of speakers was terrific. Can't wait until next year, All the best to you.
  4. I received my proxy information today and as foretold in Prem Watsa's annual letter his son Ben is being nominated for a board seat. In his bio in the proxy materials it says that Ben Watsa is: Partner and Portfolio Manager at Lissom Investment Management Inc., a private investment counselor that provides wealth management services for high net worth clients through the Owners Family of Funds, where he manages the Owners Opportunities Fund, a small and mid-cap. focused equity fund. The Lissom website is just a front page with no other detail. A web search with the fund name didn't provide much information. Does anyone have any additional insight into Ben Watsa and his credentials?
  5. If Greece is still part of "western Europe" then Buffett is following Mr. Watsa's lead as Fairfax bought the "Home Depot" of Greece earlier this year.
  6. Assuming we all read the same interview he answers a couple of times that he would avoid mining, commodities and IT but does say he thinks some energy bonds are cheap.
  7. How do Francis Chou's comments on commodities square up with his investment in Resolute Forest Products?
  8. Thank you, I am looking forward to it! Also looking forward to reuniting with friends from years past. Thank you Sanjeev for organizing this its a great event.
  9. I whipped out my Z10 yesterday at a meeting and the reaction was as if I pulled out a moon rock. "Is that a blackberry??????" I like the idea of the Passport (the Z10 not so much) and I probably won't have to camp out for it.
  10. BTU indicated that China's change will result in more imports of thermal coal
  11. The collapse in the share prices of coal companies has been spectacular. I would be interested to learn of other's opinions on the future of coal in the near and long term? It is projected to remain about a 1/3 of the energy generation fuel in the US.
  12. https://www.rbauction.com/search?id=ci&ind=Drilling-Mining&cat=Drills&xi=y&s=Y2l8Tj00Mjk0NzQ4MTcxKzQyOTQ5NTg2MTg= You could market data from the auctions at Ritchie Brothers, see the link above
  13. Any reaction to today's earnings release?
  14. Does anyone follow Canadian REITs? I am interested in learning more about Calloway and Retrocomm Thank you
  15. Next year for the Fairfax AGM we can wear our black berry devices around our necks
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