Seeking Alpha
  • John McCoy
    Looking closely at going long on $MKL. Seems to be a really well built mini Berkshire $BRK-A, $BRK-B. Also looking at $BAM & $LMCA.
    Reply (2)
    • John McCoy: Started initial $MKL position 4-29-14 at $615.54 per share. Tremendous company, tremendous value.
    • Micah: If you look at the $MKL equity holdings, they actually own a bunch of $BAM. Largest position in the $MKL portfolio....$BRK
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