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

Friday (1/29/2016)

Phone Call:

Call with - DaVita (DVA) - 30 mins.

Annual Reports:
2013 Annual Report - Howard Hughes Corp. (HHC)