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  1. Markel Announces Conference Call Date And Time

    Markel Announces Conference Call Date And Time

  2. QE from 35,000 Feet

    On Tuesday, Markel MKL reported first-half earnings of $16.77 per share, exceeding our expectations. We plan to increase our $425 fair value estimate. In the first half, Markel delivered owners a solid 19.21% annualized return on equity, thanks to a pleasing 9.8% underwriting margin. In addition, ...

  3. Top 10 Purchases and Sales from Our Ultimate Stock-Pickers

    A group of top managers remains cautious and commits more capital to traditional defensive sectors, while taking advantage of a rising (and potentially overvalued) market to book some gains.

  4. Will Last Year’s Winners Be This Year’s Losers?

    Our picks from the ideas of some of the best investment minds around.

  5. Tuttle Tactical Management Weekly Market Notes

    Markel is one of the best-managed insurers we follow.

  6. Top 10 Dividend-Yielding Stocks of Our Ultimate Stock-Pickers

    Our top managers continue to focus on higher-quality businesses rather than seeking out bargains in a market that (in many of their minds) has become fully valued.

  7. Our Ultimate Stock-Pickers' Top 10 Buys and Sells

    Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.

  8. 10 High-Conviction Purchases of Ultimate Stock-Pickers

    The pickings continue to get slimmer for a proven group of top fund managers as the market continues to trade around its all-time high.

  9. 10 High-Conviction Purchases by Our Ultimate Stock-Pickers

    Our top managers continue to put money into wide-moat firms.

  10. Our Ultimate Stock-Pickers' Top 10 Buys and Sells

    Interest in Apple is heating up as the price falls, but how deep is the conviction?

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