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Markel More Berkshire-like Than Ever

It still doesn't make it "More Berkshhire like than ever"

Markel More Berkshire-like Than Ever

One ought to be more cautious when writing about one's stock recommendations publicly without doing a bit more due dilligence. And readers should also be cautious when the bullish tone surfacing from every corner of the investment scene gets so effusive about MKL, especially after having already risen so extraordinarily (10 to 15 fold over 20 years). Besides thes exceptional performance, stock picking abilities, and "insurance exposure" , its similarities to BRKA end pretty much there, not withstanding the moniker "Baby Berkshire" (otherwise just say its a good insurance underwriter). As the author should make himself aware of, the company doesn't have any "private equity" (i,e, it doesn't own non-insurance businesses that provide cash to the parent). Since Berkshire owns so much of it, where do you find comparability? I'm confdent Gaynor and Markel brothers would agree with WEB when he says "I wouldn' buy our own stock at this price (check for buybacks going forward, doubt you'll see many)