Scudbucket Posted May 7, 2015 Share Posted May 7, 2015 I don't think I would. These companies/management teams don't come along too often. Link to comment Share on other sites More sharing options...
gary17 Posted May 7, 2015 Share Posted May 7, 2015 Good morning I wonder if anyone has considered what could happen to MKL's business if and when the interest rate starts to rise? Sorry if this is a repeat question couple pages back... I didn't see ! Gary Link to comment Share on other sites More sharing options...
gfp Posted May 11, 2015 Share Posted May 11, 2015 Looks like Fairfax was the counterparty for the pre-92 legacy stuff that Merkel offloaded. http://www.insuranceinsider.com/?page_id=1254832&utm_source=Insider-Publishing&utm_medium=Email&utm_content=Untitled43&utm_campaign=Welcome+to+the+latest+issue+of+The+Insurance+Insider&utm_cid=16968 Link to comment Share on other sites More sharing options...
Liberty Posted June 19, 2015 Share Posted June 19, 2015 http://www.rationalwalk.com/?p=13786 Link to comment Share on other sites More sharing options...
Scudbucket Posted June 22, 2015 Share Posted June 22, 2015 Thanks. Has anyone come across blogs saying why Markel isn't a good company/investment? Link to comment Share on other sites More sharing options...
CorpRaider Posted June 22, 2015 Share Posted June 22, 2015 If asked for an opinion about Markel, it seems likely that 90%+ of financial blog authors and financial talking head types would look at you with a glazed look and say "never heard of her." Link to comment Share on other sites More sharing options...
racemize Posted June 22, 2015 Share Posted June 22, 2015 value line thinks that MKL won't improve price-wise for the next 3 years. I was a bit surprised. Link to comment Share on other sites More sharing options...
Mephistopheles Posted June 22, 2015 Share Posted June 22, 2015 If asked for an opinion about Markel, it seems likely that 90%+ of financial blog authors and financial talking head types would look at you with a glazed look and say "never heard of her." The other 10% would say "she's a good Chancellor but needs to be tougher on the Greeks" Link to comment Share on other sites More sharing options...
Jurgis Posted June 22, 2015 Share Posted June 22, 2015 If asked for an opinion about Markel, it seems likely that 90%+ of financial blog authors and financial talking head types would look at you with a glazed look and say "never heard of her." The other 10% would say "she's a good Chancellor but needs to be tougher on the Greeks" LOL. Good one. :) Link to comment Share on other sites More sharing options...
CorpRaider Posted June 22, 2015 Share Posted June 22, 2015 Haha! Link to comment Share on other sites More sharing options...
giofranchi Posted June 30, 2015 Share Posted June 30, 2015 Tom Gayner | The Evolution of a Value Investor http://linkis.com/www.youtube.com/suS6i Cheers, Gio Link to comment Share on other sites More sharing options...
VersaillesinNY Posted June 30, 2015 Share Posted June 30, 2015 Thanks for sharing Gio! Link to comment Share on other sites More sharing options...
Guest notorious546 Posted June 30, 2015 Share Posted June 30, 2015 Tom Gayner | The Evolution of a Value Investor http://linkis.com/www.youtube.com/suS6i Cheers, Gio Thanks! Link to comment Share on other sites More sharing options...
klarmanite Posted July 1, 2015 Share Posted July 1, 2015 Chubb taken out at 1.75x book. Any reason why MKL or FFH shouldn't trade at that valuation now...? Link to comment Share on other sites More sharing options...
ScottHall Posted July 1, 2015 Share Posted July 1, 2015 Chubb taken out at 1.75x book. Any reason why MKL or FFH shouldn't trade at that valuation now...? Depending on what you think BVPS growth looks like for the long run, the stock could be worth a hell of a lot more than 1.75x. Link to comment Share on other sites More sharing options...
klarmanite Posted July 1, 2015 Share Posted July 1, 2015 That's true. Link to comment Share on other sites More sharing options...
giofranchi Posted July 1, 2015 Share Posted July 1, 2015 Chubb taken out at 1.75x book. Any reason why MKL or FFH shouldn't trade at that valuation now...? Depending on what you think BVPS growth looks like for the long run, the stock could be worth a hell of a lot more than 1.75x. I agree! ;) Cheers, Gio Link to comment Share on other sites More sharing options...
ERICOPOLY Posted July 1, 2015 Share Posted July 1, 2015 Chubb taken out at 1.75x book. Any reason why MKL or FFH shouldn't trade at that valuation now...? It's probably the combined ratio of Chubb that earned them that premium. Link to comment Share on other sites More sharing options...
klarmanite Posted July 1, 2015 Share Posted July 1, 2015 Yeah, pretty damn strong at 89.13% on avg for 2008-2014. But Gayner doesn't work for Chubb and neither does Watsa :) Link to comment Share on other sites More sharing options...
ERICOPOLY Posted July 1, 2015 Share Posted July 1, 2015 Yeah, pretty damn strong at 89.13% on avg for 2008-2014. But Gayner doesn't work for Chubb and neither does Watsa :) You cannot buy and sell men, only business operations. Speculating on what they're worth on the slave market isn't really going to help in figuring out what multiple ACE would offer for MKL or FFH. Link to comment Share on other sites More sharing options...
klarmanite Posted July 1, 2015 Share Posted July 1, 2015 You cannot take that last post of mine literallly, either. Link to comment Share on other sites More sharing options...
tombgrt Posted July 1, 2015 Share Posted July 1, 2015 Chubb taken out at 1.75x book. Any reason why MKL or FFH shouldn't trade at that valuation now...? Really? MKL sure, but Fairfax? Might as well pay 2% fees on a fund that holds 50% in cash for hedging purposes. I know Fairfax has a business to protect but as an investor I can't see how it is attractive currently given the way it is set up with the hedges etc. Yeah, pretty damn strong at 89.13% on avg for 2008-2014. But Gayner doesn't work for Chubb and neither does Watsa :) You cannot buy and sell men, only business operations. Speculating on what they're worth on the slave market isn't really going to help in figuring out what multiple ACE would offer for MKL or FFH. Haha!! Wait... As a slave that really hurt me. :'( Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 1, 2015 Share Posted July 1, 2015 Evan Greenberg (son of Maurice “Hank” Greenberg) Is he recreating the next AIG? What do you guys think of Evan? Is he as good as his dad? Link to comment Share on other sites More sharing options...
Crip1 Posted September 11, 2015 Author Share Posted September 11, 2015 Would be interested in the perspectives of those familiar with CATCo https://finance.yahoo.com/news/markel-acquire-assets-catco-investment-060000063.html -Crip Link to comment Share on other sites More sharing options...
racemize Posted November 5, 2015 Share Posted November 5, 2015 Q3 out! http://finance.yahoo.com/news/markel-reports-third-quarter-nine-231300495.html Link to comment Share on other sites More sharing options...
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