The notes just keep on coming. Here are my notes from the 2010 Markel Annual Meeting in Omaha that was held the day after the Berkshire Hathaway Annual Meeting. Both Tom Gayner
and Steve Markel shared a lot of wisdom with those who were in attendance. For those of you who could not make it, enjoy the notes.
Also, stay tuned for notes from:
Day 1 of the Value Investing Congress in Pasadena
Day 2 of the Value Investing Congress in Pasadena
Wesco Annual Meeting in Pasadena
I have 25 pages of notes from the VIC that will be posted (with permission from the organizers) and 10 pages of absolute gold from Charlie Munger
. Check back by the end of the weekend. I hope to have them edited for your reading pleasure by then.
Your loyal scribe,
BenMarkel Annual Meeting 2010
About the author:
Inoculated InvestorMark's equity focus is identifying secular growth trends, and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. With a degree in Economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology is also a major interest for Mark. His career background has focused on financial analysis in corporate America. Visit Mark's website at http://www.fundmymutualfund.com/
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