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Archive
About
MKL
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
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The Science of Hitting
12
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Markel: “It’s Not Over”
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4
Markel: "Below Our Expectations"
An update on Markel's 2023 results
Mar 4
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The Science of Hitting
52
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Markel: "Below Our Expectations"
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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
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The Science of Hitting
34
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The Markel Style
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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
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The Science of Hitting
27
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Portfolio Change - 04/18/2023
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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
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The Science of Hitting
31
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Markel: "A Long-Term Mentality"
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April 2021 Portfolio Review, Part 3
An in-depth review of my investment portfolio
Apr 5, 2021
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The Science of Hitting
17
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April 2021 Portfolio Review, Part 3
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