For this meeting, let's read from chapter 29 to 39
Special thanks to Bala for the new meeting location arrangement.
I would strongly encourage each one of you to read them and write notes before the meeting. I know all sharing during the meeting will benefit those who read it and think about it in advance.
During the meeting, you will be invited to share the following key items:
- Any questions about the contents in those chapters ?
- What are the surprising insights to me? What's new?
- How can I apply?
- What actions can I take?
Look forward to seeing you there. Please RSVP.
Home work assignment for the exercise on ch 17 and 18: (This is absolutely not mandatory. )
Check quickly on the following Property/Casualty companies and see which 2 - 3 you like most and would do more research later.
(one method: go to a library, find valueline in p/c insurance and then go through all of them one by one just like what Buffett usually did.)
Amer. Financial Group (AFG), Old Republic (ORI), XL Group plc (XL), ACE Limited (ACE), Selective Ins. Group (SIGI), Travelers Cos. (TRV), Progressive (Ohio) (PGR), RLI Corp. (RLI), Erie Indemnity Co. (ERIE), HCC Insurance Hldgs. (HCC), Hanover Insurance (THG), Markel Corp. (MKL), Mercury General (MCY), Berkley (W.R.) (WRB), CNA Fin'l (CNA), Alleghany Corp. (Y), Allstate Corp. (ALL), Chubb Corp. (CB), Cincinnati Financial (CINF)
Here is the link provided by Bala for the videos of Guest Value Investors Speaking at the Ben Graham Center for Value Investing, Richard Ivey School of Business. Here you will see video of lectures by Warren Buffett, Irving Khan, Prem Watsa, Mohnish Pabrai and others. Please feel free to post it to the Value Investing website.