Friday (2/19/2016)

Annual Report:
2014 20-k  - Fresenius Medical Group (FMS)

Phone Call:
1.5 hr - Fresenius Medical Group (FMS)

Other:
2015 Alliance Bernstein FMS Report
S&P 2/2016 Refinance Report

Thursday (2/18/2016)

Transcripts:
Q3 2015 - Fresenius Medical Group (FMS)
Q2 2015 - Fresenius Medical Group (FMS)
Q1 2015 - Fresenius Medical Group (FMS)

Presentations:
January 16, 2016 - Fresenius Medical Group (FMS)

Other:
Moody's Outlook (2/18)

Wednesday (2/17/2016)

Press Releases:

Q3 2015  - Fresenius Medical Group (FMS)

Q2 2015 - Fresenius Medical Group (FMS)

Q1 2015 - Fresenius Medical Group (FMS)

Annual Reports:

2014 Annual Report - Fresenius Medical Group (FMS)

Other:

Moody's Outlook

Tuesday (2/16/2016)

Phone Calls:
1 hr. - Markel Corp. (MKL)

Annual Reports:
2014 Markel Corp. (MKL)

Monday (2/15/2016)

Filings:
Q3/2015 Markel 10-Q

Investor Presentation:
2015 Markel Corp. (MKL)

Friday (2/12/2016)

Annual Reports:
2008 Annual Report - Visa Inc. (V)

Thursday (2/11/2016)

Transcripts:
5/27/2015 Sanford Bernstein  - Visa Inc. (V)

Q4/2015  - DaVita Healthcare Partners Earnings (DVA)

Filing:

Q4/2015  - DaVita Healthcare Partners Earnings (DVA)

Wednesday (2/10/2016)

Transcripts:
Q4 2012 - Visa Inc. (V)
11/19/2013 UBS - Visa Inc. (V)

3/5/2014 Morgan Stanley - Visa Inc. (V)

9/23/2014 Jeffries - Visa Inc. (V)

3/24/2015 Barclays  - Visa Inc. (V)
5/19/2015 JP Morgan  - Visa Inc. (V)

Filings:
Q4/2015 10-Q -- Markel Corp. (MKL)

Other:
2015 (for yr 2013) "World Payments Report"

Tuesday (2/9/2016)

Transcripts:
Q1 2011 - Visa Inc. (V)
Q2 2011 - Visa Inc. (V)
Q3 2011 - Visa Inc. (V)
Q4 2011 - Visa Inc. (V)
Q1 2012 - Visa Inc. (V)
Q2 2012 - Visa Inc. (V)
Q3 2012 - Visa Inc. (V)

Monday (2/8/2016)

Annual Reports:
2014 Annual Report - MasterCard (MA)

Phone Call:
MasterCard  - 45 minutes (MA)

Other:
Read Sequoia Fund - All MA comments from transcripts

Thursday (2/4) & Friday (2/5)

Data input - Visa & MA

Wednesday (2/3/2016)

Transcripts:
Q3 2010 - Visa Inc. (V)
Q4 2010 - Visa Inc. (V)

Annual Report:
2014 Visa Europe - Visa Inc. (V)

Tuesday (2/2/2016)

Transcripts:
Q2 2010 - Visa Inc. (V)
Q1/2016  - Visa Inc. (V)

Q1 2016 Presentation - Visa Inc. (V)

Annual Reports:
2015 Annual Report - Visa Inc. (V)

Phone Conversation
Visa - 45 minutes

Monday (2/1/2016)

Transcripts: (7)
Q3 2008 - Visa Inc. (V)
Q4 2008 - Visa Inc. (V)
Q1 2009 - Visa Inc. (V)
Q2 2009 - Visa Inc. (V)
Q3 2009 - Visa Inc. (V)
Q4 2009 - Visa Inc. (V)
Q1 2010 - Visa Inc. (V)

January: Summary

Annual Reports:                                11
Calls with Companies:                       5
Corporate Filings:                              20
Conference Call Transcripts:             19