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Some Thoughts on Markel’s Intrinsic Value

by John Huber | Dec 2, 2014 | Industry-Insurance, Investment Ideas & Company Research

I thought I’d write a post with some quick thoughts on Markel’s value. I recently had a few conversations with a friend regarding how to think about the return on equity that Markel produces relative to the investment return that you will receive as a...

Markel (MKL): A Compounding Machine

by John Huber | Apr 3, 2014 | Industry-Insurance, Investment Ideas & Company Research

“Our financial goals are to earn consistent underwriting profits and superior investment returns to build shareholder value” – Markel 2013 Annual Report Markel is an outstanding business currently in its 85th year of operations. It is an excellent insurance company...

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