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,
Markel Annual Meeting 2010
About the author:
My name is Ben C. and I am 2nd year MBA candidate at the Anderson School of Business at the University of California- Los Angeles. I have a BS in Economics from the Wharton School of Business at the University of Pennsylvania. Before coming to Anderson I worked as a generalist equity research analyst for Right Wall Capital, a long-short equity hedge fund located in New York City. Prior to working at Right Wall I worked as an analyst at Blue Ram Capital, another long-short equity hedge fund located in Rye Brook, NY. This past summer, I worked for West Coast Asset Management as a research analyst. West Coast, which was co-founded by Kinko’s founder Paul Orfalea, is run by well-known value investors Lance Helfert and Atticus Lowe.