WEEKEND WATCHLIST - Markel, Boring but Beautiful

WEEKEND WATCHLIST - Markel, Boring but Beautiful

I'm pleased to present this episode with Steve Symington from 7investing. There's lots of great stuff for beginners to learn in valuing a business. We're talking about Markel Corporation NYSE:MKL. Steve describes it as a “mini-Berkshire” company. It follows a three-tiered approach to consistently building shareholder value over long periods of time. There's the insurance tier, what they call their “growth engine,” both through specialty insurance and reinsurance. The second tier is its investment portfolio, Tom Gayner, who’s their co-CEO, serves as their chief investment officer. They invest in both fixed income avenues and equity securities. The third is Markel Ventures. This is a group of mostly non-insurance, non-investing businesses that they’ve acquired and that operate under Markel Ventures as fully owned subsidiaries.

Here's a 7investing deep dive with Steve Symington and Simon Erickson: https://7investing.com/articles/markel-deep-dive-august-2020/



Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Avsnitt(231)

Anirban Mahanti - 7investing

Anirban Mahanti - 7investing

Computer networking, data science, and machine learning are at the heart of enterprise software. Anirban Mahanti has serious form in the technology space. Just check out his bio below. This is a far-r...

21 Dec 202230min

Bill Keen - Keen on Retirement | Engineering the Second Half of Life

Bill Keen - Keen on Retirement | Engineering the Second Half of Life

Do you ever dream about those golden years, about that time when you won’t have to work for the man, exchanging your labour for pay? But how can you make sure that you have enough money to realize tha...

13 Dec 202240min

Dan Passarelli - Market Taker Mentoring | Mapping human behaviour

Dan Passarelli - Market Taker Mentoring | Mapping human behaviour

If you’ve been listening to this show for a while you will notice that I try and give equal time to both sides of the sectarian divide, fundamental and technical analysis. Team fundamental look for th...

6 Dec 202232min

Tyler Tucci - SynerAI Foliko | Investing with artificial intelligence

Tyler Tucci - SynerAI Foliko | Investing with artificial intelligence

Researching individual stocks can take a lot of time. In one particular case there were 8,599 news articles since January 1 this year that would have taken 860 hours to read. Add to that some historic...

27 Nov 202229min

Gary Brode - Deep Knowledge Investing | Energy, Debt and Currencies

Gary Brode - Deep Knowledge Investing | Energy, Debt and Currencies

I can't believe it's been over a year since I've had Gary on the podcast. It's been great to catch up with him and to keep following his thoughts on his twitter feed. He always takes a clear position,...

22 Nov 202238min

QUICK TIP - Behind The Balance Sheet

QUICK TIP - Behind The Balance Sheet

Stephen Clapham is the founder of Behind the Balance Sheet. He’s had a 25-year career as an investment analyst. He now offers training to professional investment analysts, portfolio managers and priva...

19 Nov 20229min

Simon Ree - The Tao of Trading

Simon Ree - The Tao of Trading

Simon Ree is the author of The Tao Of Trading: How To Build Abundant Wealth In Any Market Condition. But why does the world need another book on options trading? There are already hundreds of them out...

15 Nov 202229min

Mathew Hodge - Morningstar | The Good The Bad and The Ugly of Mining

Mathew Hodge - Morningstar | The Good The Bad and The Ugly of Mining

"Australia’s mining industry is a pillar of the Australian economy, with the country being one of the world’s largest exporters of coal, iron ore, bauxite, alumina, and many other resources. The gross...

8 Nov 202240min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
rss-svart-marknad
avanzapodden
fill-or-kill
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
dynastin
lastbilspodden
rss-kort-lang-analyspodden-fran-di
borsmorgon
rss-dagen-med-di
24fragor
kapitalet-en-podd-om-ekonomi
tabberaset