“And Greg will keep the culture.” — Charlie Munger, 2021 Berkshire Hathaway Annual Meeting The question of who will succeed Warren Buffett as Chief Executive Officer of Berkshire Hathaway has finally been answered. Although Mr. Buffett has no intention of
Markel Corporation Reports 2015 Results
Markel Corporation released fourth quarter and full year results for 2015 earlier this week. Although the annual report will not be released until later this month, there are enough details in the press release to form some initial impressions. We
Markel Corporation: Q2 2015 Results
Markel Corporation released second quarter 2015 results yesterday and held a conference call this morning. This article provides a brief overview of the results.
Platinum Underwriters 2013 Results
This article provides a brief update to The Rational Walk’s 2011 research report on Platinum Underwriters. More than two years have passed since the report was published in October 2011 which is enough time to evaluate the validity of the investment thesis. Platinum recently released results for 2013 along with a detailed financial supplement and held a conference call for analysts. We take a look back at the situation in late 2011, evaluate the latest financial results, and attempt to determine whether Platinum might represent a solid investment opportunity based on its current market price and future prospects.
Apple Risks Dominant Position in Tablets With New Digital Publishing Model
The battle between Apple and Google intensified this week with both companies unveiling long awaited business models for publishers eager to develop recurring revenue sources through sale of tablet based subscriptions. Read this article for our views regarding how the “tablet wars” will be affected by the latest battle.