$MKL

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Aug 24, 1:28 PM ET

$MKLr/ValueInvestingStock Analysisbullish

u/NebulaAlarming4750 · 59d agono track record yet

Markel -A lazy doomsday valuation

Markel trades at fair value or slight discount to intrinsic value. A conservative doomsday scenario (50% discount to held securities) yields a fair value of ~$20.75B against current market cap of $22.25B, implying 11%+ annualized returns over 10 years even under pessimistic FCF and equity growth assumptions.

At post $1,817.30Now $1,808.76-0.5% since postedas of Aug 24, 1:28 PM ET

1d—

3d-0.1%

1w+0.1%

1m-3.0%

3m—

6m—

1y—

original post →

$MKLr/ValueInvestingStock Analysisbullish

u/CarlosGao · 62d agono track record yet

Markel (MKL) — worth buying?

MKL is trading at 1.2x book value and 9x FCF with estimated intrinsic value of $2,200-$2,600/share, offering a disciplined specialty insurance business with a Berkshire-like float-and-invest model at a reasonable valuation with margin of safety.

At post $1,795.04Now $1,808.76+0.8% since postedas of Aug 24, 1:28 PM ET

1d-0.4%

3d+0.0%

1w+1.1%

1m-1.0%

3m—

6m—

1y—

original post →

End of results.