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Latest News about Markel (MKL)
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
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Royal Gold (RGLD)
Brookfield Asset Management (BAM)
Vizsla Royalties (VROY/V VROYF)
From
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Pershing Square Holdings (PSH/L PSHZF)
Amazon (AMZN)
Technology
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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Chipotle Mexican Grill (CMG)
Hilton (HLT)
Boston Omaha (BOC)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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WIngstop (WING)
Goosehead Insurance (GSHD)
Hershey (HSY)
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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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Chubb (CB)
Coinbase (COIN)
Black Stone Minerals (BSM)
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Resolute Holdings (RHLD)
options
TransDigm (TDG)
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Energy
Vistra (VST)
International General Insurance Holdings (IGIC)
From
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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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Markel (MKL)
Howard Hughes Holdings (HHH)
Constellation Software (CSU/TO CNSWF)
From
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Thank You, Mr. Buffett
May 05, 2025
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Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
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From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
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Aspen Insurance (AHL)
teqnion
Friday File
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Trade Note
W/R/ Berkley (WRB)
Orogen (OGN/V OGNRF)
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Trade Note
Sandstorm Gold (SAND SSL/TO)
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Orogen (OGN/V OGNRF)
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Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
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UBER
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Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
Atkore (ATKR)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Exor (EXO/AS EXXRF)
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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Brookfield Renewable Energy (BEP)
Westinghouse
From
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Friday File: Who’s Buying What?
November 15, 2024
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John Deere (DE)
Seth Klarman
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Friday File: Tricks and Treats
November 01, 2024
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Friday File
Cloudbreak Discovery (CDL/L)
Oxford Nanopore (ONT/L ONTTF)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
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Apple (AAPL)
X/energy
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Friday File: Cold Quarter… and a Bunch of Little Buys
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Guest Articles
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
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Atkore (ATKR)
Bill Ackman
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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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POET Technologies (POET PTK/V)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Kinsale Capital (KNSL)
Berkshire Hathaway (BRK/B)
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
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Celsius Holdings (CELH)
$100K Lock Box
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From
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Friday File: Social Inflation Winner?
June 14, 2024
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Porter Stansberry
Markel (MKL)
Kinsale Capital (KNSL)
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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Technology
Diageo (DEO)
Lockheed Martin (LMT)
From
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Friday File: Sweet Times
March 08, 2024
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Travelers (TRV)
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
From
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Sequoia
Tom Poppe
Kinsale Capital (KNSL)
From
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