Сигналы
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u/CarlosGao
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+0.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
20 авг
$1793.53
+0.2%
Author cites ~$2.5B+ operating cash flow, $2.3-$2.6B annual FCF, ~1.2x book value, and ~9x FCF at $1,795/share. Insurance float plus Markel Ventures creates a disciplined compounding model similar to Berkshire, currently priced below estimated intrinsic value. Quality business at a reasonable price with margin of safety, making MKL a compelling long-term value investment. Weaker underwriting results, investment portfolio losses, or slower book value growth could invalidate the valuation thesis.
Author cites ~$2.5B+ operating cash flow, $2.3-$2.6B annual FCF, ~1.2x book value, and ~9x FCF at $1,795/share. Insurance float plus Markel Ventures creates a disciplined compounding model similar to Berkshire, currently priced below estimated intrinsic value. Quality business at a reasonable price with margin of safety, making MKL a compelling long-term value investment. Weaker underwriting results, investment portfolio losses, or slower book value growth could invalidate the valuation thesis.
Страхование
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/CarlosGao на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: MKL.
