List of great annual reports / earnings calls

Maybe we could try and compile a list of great management teams / companies to read and listen to in their respective industries. I'll start with the few I know:

Automobile

• Carmax

Banking

• JP Morgan. Jamie Dimon is a top-notch operator and great at taking on analysts in earnings calls as well. Doesn't get thrown off.

• M&T Bank. M&T Bank annual reports are a great plain spoken read for those better looking to understand banking

• BOK Financial offers full service banking in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona and Kansas/Missouri.

• Glacier Bancorp

Commodities

• Seabord Corporation. Agribusiness and transportation company.

Conglomerates

• Berkshire Hathaway

• Leucadia

• Biglari Holdings. Read this to see what Buffet gone bad looks like.

Consumer Discretionary

• Middleby Corp. Design, manufacture and sale of commercial foodservice, food processing equipment and residential kitchen equipment

Consumer Staples

• Post Holdings. Breakfast Cereals

Financials

• Interactive Brokers. Lowest commission online broker.

• Morningstar. Provider of independent investment research.

• FactSet. Provider of integrated financial information and analytical applications to the global investment community

• Verisk. Provider of information about risk to professionals in insurance, healthcare, financial services, Government, supply chain and risk management.

• American Express

• Visa

• Credit Acceptance Corporation

Insurance

• Markel

Internet

• Amazon

• Constellation Software

Logistics

• Amerco. Do-it-yourself moving and storage operator

Manufacturing / Industrials

• Fastenal. Big supplier to a lot of industrial producers and I use them for a barometer of the industrial end market.

• Colfax. Industrial manufacturing and engineering company.

Oil & Gas

• Peyto Exploration & Development Corp. The CEO's updates deliver some of the best insights into what's going on in the Canadian tar sands.

Real Estate

• Howard Hughes is a developer of master planned communities and mixed use properties

Retail

• Casey's General Store operates convenience stores in 14 Midwestern states

• Winmark Corporation. Franchisor of five retail store concepts that that buy, sell and trade used merchandise

• The hour glass. Watches in Asia

Semiconductors

• MCHP is one of the few that does pass through sales, so a decent barometer of semiconductor cycle. They absolutely called the last inflection point.

Transport

• TransDigm is a designer, producer and supplier of engineered aircraft components for use on commercial and military aircraft

• Heico provides commercial aircraft replacement parts, aircraft accessories component repair and overhaul services for avionic, electro-mechanical, flight surface, hydraulic and pneumatic applications

Other

• Rollins. Provides pest and termite control services.

• Danaher. Designs, manufactures and markets professional, medical, industrial and commercial products and services.

• First Pacific Advisors

Investment Letters

• BRK, AMZ, Sequoia, Baupost, Vulcan Value, Greenhaven Road, Arlington Value, Argos Argonaut, Chou funds, fairfax, premier diversified holdings