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...
by John Huber | Oct 10, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes
“Experience, however, indicates that the best business returns are usually achieved by companies that are doing something quite similar today to what they were doing five or ten years ago… a business that constantly encounters major change also encounters...
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...
