The Digest #200
Jefferson's advice to his nephew, Inside a Baby Berkshire, Windows Copilot, Hot utility stocks, Appnesia, Stress and heart disease, Steve Jobs, Flying Cars, Dunkirk, Napoleon ...
The Digest #191
The dopamine loop, Berkshire Hathaway's annual report recap, Tom Gayner's letter to Markel shareholders, Investing lessons from Earnest Shackleton, Google's Gemini AI goes off the rails ...
The Digest #186
Macintosh at 40, Coffee Can Investing, Haslams on Pilot, Vision Pro's missing apps, Investment checklists, Shane Parrish interviews Tom Gayner, Novo Nordisk, Howard Marks on interest rates ...
The Digest #157
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 ...
Markel’s 2023 Omaha Brunch
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 ...
The Digest #148
Fortune Cookies, FTC vs. Microsoft, AI and Education, A Meaningful Life, Flow States, Howard Marks, Tom Gayner, Warren Buffett ...
The Digest #127
Gayner on Markel's Value, Life in Weeks, Multi-Disciplinary Thinking, Addictive Personalities, Duolingo, TransDigm, Charles Schwab ...
The Digest #103
Semper Augustus and Markel Letters ...
The Digest #59
Jim Simons, Tom Gayner, Jeremy Grantham, Mohnish Pabrai ...
CarMax: A Better Way to Buy and Sell Used Cars?
CarMax was founded in 1993 in Richmond, Virginia under the ownership of Circuit City Stores. In the early 1990s, Circuit City was looking for growth opportunities in different markets outside consumer electronics. The automotive sector was identified due to its ...
Interesting Reading – November 25, 2016
In this series, we suggest worthwhile reading material on a variety of topics, not all of which are directly related to investing.   The Big Short: Is the next financial crisis on its way? - The Guardian, November 19, 2016.  Steve ...
Markel Ventures Gains Momentum
"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 Corporation at $800/share
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 ...