Topic Archives: Markel (MKL)

Brunch with Markel

Markel hosts a brunch each year following the Berkshire Hathaway Annual Meeting, and has done so for 25 years now — during which time the company has grown considerably, from a small $100 million family-controlled specialty insurance company just starting to explore value investing with their new portfolio manager, Tom Gayner, to a $12 billion […]

“One of the best biotech companies that I’ve ever looked at…” Plus some updates for the Friday File

I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently sent around a teaser note to his own subscribers (I say “apparently” because I’ve only seen the cut-and-paste […]

Lisa Rapuano, “Finding Your Way Along the Many Paths of Value”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Lisa Rapuano presented about the importance of personality and temperament in managing your own investment portfolio. A common trait among successful investors is adherence to a process. I took […]

Back to 1.2X Book, Good for Greenlight, and Some other Updates on New Stocks and Favorites

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]


  • Travis Johnson, Stock Gumshoe

    I don't know when Tom Gardner first recommended the stock, but at least some of the Motley Fool services, particularly t...

  • Travis Johnson, Stock Gumshoe

    Markel doesn't pay a dividend because, as with Berkshire, the goal is to reinvest their insurance earnings into investme...

  • Travis Johnson, Stock Gumshoe

    You're a lot pithier than I am... but yes, I do think Markel is a bit pricey these days. Still own it, still a great co...

  • Travis Johnson, Stock Gumshoe

    Markel just reported, haven't looked at the details yet but it appears to be another decent quarter given the record 201...

  • This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Nothing on this site should ever be considered to be personal advice, research or an invitation to buy or sell any securities. We also make mistakes and bad decisions sometimes, and our reasoning or data should be checked against trusted sources before they inform your investing decisions. Choices regarding how to invest your money or otherwise manage your life or finances are yours, we share only our analysis and opinion and all authors or commenters are individually responsible for the words and opinions they share here. Please read our important disclaimers and policies. Stock Gumshoe is supported by subscribers and by sponsors and advertisers. Stock Gumshoe's employee authors will disclose holdings in any stock covered at time of publication and will not trade in any stocks written about for at least three days after publication. Please see below for complete disclosure, disclaimer and policy information.