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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: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Chipotle Mexican Grill (CMG)
Howard Hughes Holdings (HHH)
Chapters Group (CHG/DE)
From
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Exor (EXO/AS EXXRF)
Brown & Brown (BRO)
Stocks
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Occidental Petroleum (OXY)
Cryptocurrencies
Big Picture / Asset Allocation
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Select STOXX Europe Aerospace & Defense ETF (EUAD)
Markel (MKL)
Burford Capital (BUR)
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Oklo (OKLO)
Triple Flag Precious Metals (TFPM/TO)
Africa Oil (AOI/TO AOIFF)
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Howard Hughes Holdings (HHH)
Chapters Group (CHG/DE)
Friday File
From
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Thank You, Mr. Buffett
May 05, 2025
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Markel (MKL)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Hershey (HSY)
Friday File
Berkshire Hathaway (BRK/B)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Markel (MKL)
Big Picture / Asset Allocation
Trade Note
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Keysight (KEYS)
SSR Mining (SSRM)
Exor (EXO/AS EXXRF)
From
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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NatGold
Berkshire Hathaway (BRK/B)
Friday File
From
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Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Amazon (AMZN)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Technology
D/Wave Quantum (QBTS)
Stocks
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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GE Vernova (GEV)
Mondelez International (MDLZ)
Arthur J/ Gallagher (AJG)
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Friday File: Who’s Buying What?
November 15, 2024
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Friday File
ValueAct Capital
Sky Harbour (SKYH)
From
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Friday File: Tricks and Treats
November 01, 2024
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Trade Note
Huntington Ingalls Industries (HII)
Markel (MKL)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Gold/Precious Metals & Mining
Altius Minerals (ALS/TO ATUSF)
Barrick Gold (GOLD)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Fairfax Financial Holdings (FFH/TO FRFHF)
Constellation Energy (CEG)
Vistra (VST)
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Brookfield Asset Management Reinsurance (BAMR)
Monster Beverage (MNST)
Brookfield Corp (BN)
From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Symbotic (SYM)
Model N (MODN)
Atkore (ATKR)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Friday File
Berkshire Hathaway (BRK/B)
Chubb (CB)
From
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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The Trade Desk (TTD)
Intuitive Surgical (ISRG)
Nvidia (NVDA)
From
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
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Stem (STEM)
Terrapower
Arista Networks (ANET)
From
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Kinsale Capital (KNSL)
Friday File
Alphabet (GOOGL GOOG)
From
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Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
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Friday File
Markel (MKL)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Friday File
Berkshire Hathaway (BRK/B)
Fortive (FTV)
From
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Friday File: Sweet Times
March 08, 2024
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Brookfield Asset Management (BAM)
American Financial Group (AFG)
Markel (MKL)
From
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Sequoia
Tom Poppe
Markel (MKL)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Par Technology (PAR)
JD/com (JD)
Alibaba (BABA)
From
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Chubb (CB)
Alphabet (GOOGL GOOG)
Friday File
From
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