2017 • 2016 • 2015 • 2014 • 2013 • 2012 • 2011 • 2010 • 2009

2017 (4)

• 02/10/2017 | Does Chipotle’s Valuation Offer a Margin of Safety?
• 02/03/2017 | Snap Pitches Hopes and Dreams, Shuns Accountability
• 01/10/2017 | America’s Car-Mart: Navigating the Subprime Market
• 01/03/2017 | CarMax: A Better Way to Buy and Sell Used Cars?

2016 (15)

• 12/23/2016 | Revisiting Daily Journal Corporation – Five Years Later
• 11/03/2016 | Markel Ventures Gains Momentum
• 10/12/2016 | Chipotle Mexican Grill: Is the Brand Intact?
• 10/04/2016 | DaVita Healthcare Partners
• 05/20/2016 | A Closer Look at Markel Ventures
• 05/06/2016 | Alleghany Corporation
• 05/04/2016 | Markel CATCo Investment Management
• 04/29/2016 | TransDigm Group
• 04/27/2016 | C.H. Robinson Worldwide
• 04/25/2016 | MRC Global: A Play on Oil & Gas Recovery
• 04/20/2016 | W. R. Berkley Corporation
• 04/09/2016 | RLI Corp: Profile of an Extraordinary Insurer
• 04/06/2016 | Company Profile: Expeditors International
• 03/29/2016 | Examining Progressive’s Competitive Position
• 02/18/2016 | Markel Corporation’s Equity Portfolio Returns

2015 (1)

• 06/18/2015 | Markel Corporation at $800/share

2014 (1)

• 02/11/2014 | Daily Journal’s Portfolio Holdings Revealed

2013 (2)

• 05/15/2013 | Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis
• 05/08/2013 | The Facts Change at Contango Oil & Gas

2012 (5)

• 10/24/2012 | Contango Oil & Gas Company: Recent Developments
• 09/22/2012 | Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls
• 06/21/2012 | Investors Title Company Approaches Intrinsic Value
• 03/10/2012 | Loews Corporation: Cheap on Sum-of-the-Parts Basis
• 01/23/2012 | Platinum Underwriters (NYSE: PTP)

2011 (8)

• 12/15/2011 | Daily Journal Corporation: Declining Publisher or Rising Hedge Fund?
• 10/21/2011 | Platinum Underwriters: Mining for Value in Reinsurance
• 03/15/2011 | Looking For Hidden Real Estate Value at Investors Title Company
• 02/01/2011 | Revisiting Noble Corporation Investment Thesis and Importance of Sell Discipline
• 01/28/2011 | Microsoft Bears Underestimate the ‘Enterprise Moat’
• 01/24/2011 | Examining the Consensus View of Intel Corporation
• 01/18/2011 | With Jobs on Medical Leave, Apple Shareholders Deserve More Disclosure Regarding Succession
• 01/04/2011 | Diamond Offshore Offers Value Amid Regulatory Chaos

2010 (21)

• 11/29/2010 | Investors Title Company Represents Value in Midst of Housing Turmoil
• 10/27/2010 | Why Is Todd Combs Bullish on Western Union?
• 08/31/2010 | Microsoft’s Depressed Stock Price Attracts Flock of Value Investors
• 07/30/2010 | George Risk Industries Resembles Buffett’s Dempster Mill But Lacks a Catalyst
• 07/29/2010 | Assessing Ballmer’s Track Record at Microsoft
• 07/22/2010 | A Closer Look at Ensco’s Q2 Results
• 07/21/2010 | Tractor Supply Reports Q2 2010 Results
• 07/20/2010 | A Closer Look at Noble Corporation’s Q2 Results
• 07/20/2010 | Einhorn Comments on Ensco Position in Q2 Letter
• 07/15/2010 | Diamond Offshore Represents Interesting Play on Deepwater Revival
• 07/12/2010 | Einhorn’s Greenlight Capital Takes Large Position in Ensco
• 07/10/2010 | Tractor Supply Offers a Compelling Growth Story
• 06/15/2010 | Ensco Provides Rig Status Update
• 06/11/2010 | Ensco International Profile and Analysis
• 06/02/2010 | Noble Corporation Profile and Analysis
• 05/31/2010 | National Oilwell Varco Profile and Analysis
• 05/29/2010 | Johnson & Johnson’s Current Problems Mask Potential Opportunity
• 03/26/2010 | Examining Middleburg Financial: David Sokol’s Favorite Bank?
• 03/08/2010 | A Look at Progressive’s Loss Estimation Accuracy
• 01/22/2010 | Reader Questions on George Risk
• 01/21/2010 | George Risk Industries: A Potential Bargain With Limited Downside Risk

2009 (5)

• 06/05/2009 | Hurco Companies 10-Q: Warranty Provision Concerns Revisited
• 06/01/2009 | Hurco’s Response Regarding Fiscal Q1 Warranty Reserves
• 05/29/2009 | Hurco Posts Fiscal Q2 Results: Some Troubling Developments Emerge
• 04/17/2009 | Hurco’s Combination of Quality and Value
• 04/11/2009 | Wal-Mart’s Ten Year Record: A Case Study of the Dangers of Overpaying for Growth