A few observations based on recent 13F filings, with a focus on Berkshire Hathaway, Dollar General, Markel, and Semper Augustus ...
Munger on windowless dorms, Damodaran on country risk, Disney's brand, Working without working, The comfort crisis, Fairfax, Markel, Vision Pro's breakthrough, iPhone hacks ...
Continuing a tradition dating back to 1991, Markel's management team answered questions for two hours on the day after the Berkshire Hathaway annual meeting ...
Berkshire Buys 3.1% of Markel, The Legend of Li Lu, Crypto in 401k Plans, Buffett's Legacy, Musk and Twitter, Writer's Block ...
Board Pay, Should Berkshire acquire Markel?, ElonTwitterDrama, Ikea, Nutella, Afterpay, Buffett's latest interview ...
Introduction Let’s put ourselves in Warren Buffett’s shoes on Friday, February 25, 2022. Mr. Buffett’s annual letter to Berkshire Hathaway shareholders was scheduled to be posted on the internet the next morning. ((Warren Buffett has often stated that his annual letter is ...
Intelligent investors should be skeptical when reading about companies that could be the "next Berkshire Hathaway" or executives who resemble a "younger Warren Buffett". The reality is that very few companies have even a remote chance of replicating Berkshire's 20.8 ...
The process of compounding wealth is best characterized by an interesting paradox: What is very exciting to observe, in retrospect, over long periods of time can appear to be relatively dreary and dull while actually living through the process. The ...
"On the Markel Ventures front, in a word, the first nine months of 2016 were fantastic ... our cyclical business has enjoyed strong revenues and earnings as the management team did a great job of making hay while the sun ...
Markel Ventures is a wholly owned subsidiary of Markel Corporation focusing on acquiring companies outside the insurance industry. Starting with the $14 million acquisition of AMF Bakery Systems in 2005, Markel Ventures has grown into an operation that generated over ...
"More people should copy us [Berkshire Hathaway]. It's not difficult, but it looks difficult because it's unconventional -- it isn't the way things are normally done." -- Charlie Munger, 2000 Wesco Financial annual meeting Alleghany Corporation is a holding company ...
Markel CATCo is a leading insurance linked securities investment fund manager and reinsurance manager based in Bermuda. Markel completed the acquisition of CATCo Investment Management and CATCo Reinsurance Ltd. in December 2015 for total consideration of $205.7 million paid in ...
W R. Berkley Corporation is an insurance holding company operating in a variety of niche markets requiring specialized knowledge regarding a particular territory or product line. The company was founded in 1967 by William R. Berkley who currently serves as ...
RLI is a specialty insurer offering a variety of property and casualty insurance coverages and surety bonds in a number of niche markets. The company was founded in 1965 by Gerald D. Stephens who observed a need for contact lens ...
With the 13-F filing season underway, investors are again focusing on the equity portfolios of institutional investors who are required to make quarterly disclosures to the public. Analysis of 13-F reports should be taken with more than a grain of ...
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 released second quarter 2015 results yesterday and held a conference call this morning. This article provides a brief overview of the results ...
There can be many situations that would lead an intelligent investor to sell a highly appreciated investment. Read this article for some of the reasons and potential pitfalls to avoid in the process ...
Markel Corporation is a financial holding company engaged in the specialty insurance and reinsurance markets as well as in a growing number of industrial and service businesses that operate outside the insurance marketplace. Markel seeks to actively invest its shareholder ...