Author Topic: MKL - Markel Corp  (Read 302589 times)

chrispy

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Re: MKL - Markel Corp
« Reply #740 on: December 02, 2019, 02:03:29 PM »
Interesting to see share price at the same level as 2 years ago despite market up quite a bit. Minimal amount of growth, some oversight issues and a slight drop in PB premium


obtuse_investor

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Re: MKL - Markel Corp
« Reply #741 on: December 02, 2019, 07:04:06 PM »
It has been mainly a compression of multiple. TBH I am quite ok seeing this compounder slowly grow into heady multiple last couple years.
« Last Edit: December 04, 2019, 04:21:36 PM by obtuse_investor »
Value Investor who manages his personal portfolio with a 25-45 year time horizon | @obtuse_investor

chrispy

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Re: MKL - Markel Corp
« Reply #742 on: December 04, 2019, 08:56:00 AM »
I agree, it is becoming more and more appealing. Time to do some research on future earnings power