Opinions Colin Stewart
Markel Corporation.MKLHOLDApr 13, 2015
Stock price when the opinion was issued
As of Jun 03, 2026. Market Open.
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(A Top Pick Nov 19/19, Down 10%) Similar to Berkshire Hathaway. Would rather invest in a pure play that's easier to understand, so he sold. Good management. Good entry point here.
Barry SchwartzThe effect of climate change on insurance. A casualty insurer. They ain't dumb, but smart. They pay attention to climate change and hiking premiums or reject insurance applications based on the various risks linked to global warming. They're a baby Berkshire-Hathway; they're good investors as well as underwriters.
David BaskinIt's like Berkshire-Hathaway in its structure. Bottom line is they made a mistake with a purchase last year which hurt earnings, but they've since fixed that. Last year there were many catastrophes (i.e. US floods) due to extreme weather. But managers continue to make smart acquisitions, and they have a strong track records.
Barry SchwartzBarry SchwartzDavid BaskinThey've emulated the Berkshire Hathaway business model. It's an insurance company that's really a growth company. They've had only three negative years in 15, and invest in stocks that outperform the S&P 500. They're starting to buy private companies and build them up. No dividend, but he expects major growth going forward. Get in now. (Analysts' price target $1,115.75)
Barry Schwartz
John Rogers
A very well-run insurance company. A management team similar to Berkshire Hathaway. Known for not only their sound underwriting, but for being very astute investors. Over a very long period of time, they have compounded their BV at an above average rate of growth. Alternatively, you could consider Fairfax Financial (FFH-T) or Brookshire Hathaway (BRK.A-N) or (BRK.B-N).