MKL

Markel: Course Correct

From “Markel: It’s Not Over” (June 2024): “I am confident in the long-term ability and integrity of the Markel team.

Jun 26 •

TSOH Investment Research

Markel: “It’s Not Over”

In May 2024, Markel management participated in a number of events, most notably the Omaha brunch and the annual shareholder meeting (reunion) in…

Jun 27, 2024 •

TSOH Investment Research

Markel: "Below Our Expectations"

An update on Markel's 2023 results

Mar 4, 2024 •

TSOH Investment Research

The Markel Style

Note: On a recent Sunday afternoon, I spent a few hours talking with Ben Gilbert from Acquired. Long story short, Ben signed up for TSOH after a fellow…

Aug 24, 2023 •

TSOH Investment Research

Portfolio Change - 04/18/2023

As noted in this morning’s write-up, I’ve decided to increase my allocation to Markel (MKL).

Apr 17, 2023 •

TSOH Investment Research

Markel: "A Long-Term Mentality"

Markel CEO Tom Gayner: “At Davenport, I was assigned to cover Markel from the day of the IPO [in December 1986]...

Apr 17, 2023 •

TSOH Investment Research

Portfolio Change - 03/11/2022

As noted in this morning’s write-up, I’ve decided to make a few portfolio changes in response to recent market volatility. This was my portfolio…

Mar 10, 2022 •

TSOH Investment Research

"Mo' Money, Mo' Problems"

Large cash inflows and portfolio construction

Aug 23, 2021 •

TSOH Investment Research

April 2021 Portfolio Review, Part 3

An in-depth review of my investment portfolio

Apr 5, 2021 •

TSOH Investment Research

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