bookie71 Posted March 30, 2015 Share Posted March 30, 2015 Besides BRK, BH, Fairfax and Sequoia, what meetings are worth attending? I'll start it off with First national Bank of Alaska (FNBK). It is usually very interesting and they have good comments on the Alaskan economic outlook that is usually right on. It's not quite as live wire since Mr Cuddy (in his 90's) has turned it over to his daughter, but he still makes a few comments similar to Mr. Munger's. Link to comment Share on other sites More sharing options...
cubsfan Posted March 30, 2015 Share Posted March 30, 2015 Markel Link to comment Share on other sites More sharing options...
valueorama Posted March 30, 2015 Share Posted March 30, 2015 Big one is DJCO Link to comment Share on other sites More sharing options...
AzCactus Posted March 30, 2015 Share Posted March 30, 2015 BAM might be another Link to comment Share on other sites More sharing options...
OracleofCarolina Posted March 30, 2015 Share Posted March 30, 2015 I would say PRDGF is going to turn into a great annual meeting to attend in the future. Link to comment Share on other sites More sharing options...
dajidali Posted March 31, 2015 Share Posted March 31, 2015 What is the format of the BAM annual meeting? Is it similar to Berkshire Hathaway where investors ask questions to the management? Thank you! Link to comment Share on other sites More sharing options...
randomep Posted March 31, 2015 Share Posted March 31, 2015 I am going to the SEB annual meeting. This is the only chance I will have to learn something from the Bresky family. Link to comment Share on other sites More sharing options...
TTCV Posted March 31, 2015 Share Posted March 31, 2015 This might be a stupid question, so please forgive me if it is -- Is it possible to get into the Sequoia fund annual meeting without knowing anyone who owns shares or owning shares myself? Link to comment Share on other sites More sharing options...
bearprowler6 Posted March 31, 2015 Share Posted March 31, 2015 What is the format of the BAM annual meeting? Is it similar to Berkshire Hathaway where investors ask questions to the management? Thank you! I attended the 2014 (May 2014) annual meeting. Bruce Flatt and other senior executives provided an overview of each business line as well as a summary of the significant events that occurred across the business in the prior 12 months. The meeting was then opened up to questions---only one question was asked (very disappointing) so they concluded the meeting. Light refreshments and snacks were offered following the meeting during which time the executives including Bruce made themselves available to the shareholders/other meeting attendees to answer any questions one on one. I spoke with Bruce at length during this time and was able to ask him his views on deflation and its possible impact on BAM's various business (a concern of mine given the levels of debt the company and its subsidiaries have against income producing assets) as well as about the decision to invest a small amount along side Fairfax in the Eurobank capitalization. I found Bruce to be very approachable, extremely knowledgeable and he took as much time as I needed to respond to my questions. I plan on attending this years meeting which is schedule for Wednesday May 6th starting at 11:30 am at the Design Exchange on Bay Street in Toronto. Link to comment Share on other sites More sharing options...
Guest Schwab711 Posted March 31, 2015 Share Posted March 31, 2015 They have been acquired by WIN since but I loved going to PAETEC meetings before. It was run by Arunas Chesonis who now runs a small company called Sweetwater Energy. He is beyond impressive and was able to turn PAET into one of the strongest ILECs in the country. He knew every employee (they had 1000's) by name and their customer service was so good that he had one of the attendees call in front of everyone to prove their guarantee of "being able to speak to a 'real person' within 1 minute". I hate that he deserted PAET and Rochester but he was beyond impressive to listen to. I liked M&T's annual meeting last year and they didn't validate whether I was a shareholder or not (I haven't heard of many companies actually checking). M&T's management seems like the old guy complaining about "today's terrible music" but they are really good bankers. They are the Wells Fargo of the Northeast/Rust-belt. Cool topic idea! Anyone enjoy any of the lesser known meetings out there? Any meetings with great food or Q&A sessions? Link to comment Share on other sites More sharing options...
AzCactus Posted April 1, 2015 Share Posted April 1, 2015 Any meetings with great food or Q&A sessions? I don't know about the meeting but I have heard the food is good at Chef's Warehouse annual meeting. Link to comment Share on other sites More sharing options...
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