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December 11th, 2017
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Latest News about Markel (MKL)
Recent news which mentions Markel (MKL)
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Royal Gold (RGLD)
Microsoft (MSFT)
Markel (MKL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Howard Hughes Holdings (HHH)
Nvidia (NVDA)
Stocks
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Dream Finders Homes (DFH)
Sky Harbour (SKYH)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Ferrari (RACE)
Exor (EXO/AS EXXRF)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Viper Energy Partners (VNOM)
Occidental Petroleum (OXY)
Dorchester Minerals (DMLP)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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TCW Compounders ETF (GRW)
Friday File
US Global Technology and Aerospace & Defense ETF (WAR)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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BWX Technologies (BWXT)
The Metals Company (TMC)
Options or Futures
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Vistra (VST)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
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Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Teqnion (TEQ/ST)
Markel (MKL)
WIngstop (WING)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Kinsale Capital (KNSL)
Intuitive Surgical (ISRG)
QXO (QXO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Gold Royalty (GROY)
Great Eagle Gold (GEGC/CX GEGCF)
Metalla Royalty & Streaming (MTA/V MTAFF)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Uber
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Friday File
Technology
Trade Note
From
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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GE Vernova (GEV)
Oklo (OKLO)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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David Einhorn
Dollar General (DG)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Brookfield Wealth Solutions (BNT)
Brookfield Asset Management (BAM)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Chubb (CB)
Silvercorp Metals (SVM SVM/TO)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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W/R/ Berkley (WRB)
Arch Capital (ACGL)
HCI Group (HCI)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Domino's Pizza (DPZ)
Celsius Holdings (CELH)
Brookfield Reinsurance (BNRE)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Roku (ROKU)
Bill Ackman
WESCO (WCC)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
American Financial Group (AFG)
Teqnion (TEQ/ST)
Direxion Daily S&P 500 Bear 3X ETF (SPXS)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Boston Omaha (BOC)
Exor (EXO/AS EXXRF)
Markel (MKL)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
Arista Networks (ANET)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
YPF (YPF)
Porter Stansberry
Markel (MKL)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
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Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Roku (ROKU)
Cloudflare (NET)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Arista Networks (ANET)
Kinsale Capital (KNSL)
Tom Poppe
From
Stock Gumshoe
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