Markel Corp (NYSE:MKL)

CAPS Rating: 5 out of 5

The Company markets and underwrites specialty insurance products and programs to a variety of niche markets and operates in three segments of the specialty insurance marketplace: the Excess and Surplus Lines, the Specialty Admitted and the London markets.

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Member Avatar Celtics17 (< 20) Submitted: 5/29/2015 12:29:17 PM : Outperform Start Price: $770.05 MKL Score: +0.67

Tom Gayner!

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Member Avatar Mrgarthy (< 20) Submitted: 5/20/2015 11:46:47 PM : Outperform Start Price: $782.88 MKL Score: -0.55

Excellent management and compounding book value.

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Member Avatar Gordogato (76.42) Submitted: 5/20/2015 11:54:21 AM : Outperform Start Price: $787.00 MKL Score: -1.03

Management will turn this into a Berkshire-like compounding machine, combining underwriting profits with profitable investments in stocks and fully-owned companies.

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Member Avatar TMFSeeker (63.50) Submitted: 5/14/2015 12:13:53 PM : Outperform Start Price: $775.13 MKL Score: -0.02

Went to the Markel shareholder's meeting and was really impressed by management - humble bunch.

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Member Avatar L8starter (80.09) Submitted: 3/30/2015 5:22:06 PM : Outperform Start Price: $770.00 MKL Score: -1.51

Profitable underwriting and great capital allocation.

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Member Avatar Dreadnought (54.62) Submitted: 2/27/2015 10:32:45 PM : Outperform Start Price: $745.14 MKL Score: +3.76

OK.

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Member Avatar CMFJayNew (96.75) Submitted: 1/25/2015 2:28:28 PM : Outperform Start Price: $687.25 MKL Score: +9.30

a business model and management team that I'm sure hoping is my generation's version of berkshire hathaway

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Member Avatar Colton11290 (57.91) Submitted: 10/22/2014 5:21:40 PM : Outperform Start Price: $670.00 MKL Score: +6.85

Baby Berkshire, baby.

Also: An outstanding insurer that is profitable on underwriting is always a good bet. You also get the brilliance of Tom Gaynor, an excellent investor who resembles the king of investing himself: Warren Buffett. Cheaply valued at just 1.30 times book I feel very comfortable giving this a thumbs up in CAPS.

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Member Avatar thequast (94.24) Submitted: 10/17/2014 5:20:38 PM : Outperform Start Price: $647.01 MKL Score: +7.20

When you consider this company is over $500/share in book value, it's not much of a gamble at $650/share.

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Member Avatar beppaun (68.43) Submitted: 10/2/2014 4:01:30 PM : Outperform Start Price: $641.50 MKL Score: +12.56

Small premium to book value for a relatively stable 5%-10% book value grower

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Member Avatar Handworn (51.13) Submitted: 9/13/2014 3:52:45 PM : Outperform Start Price: $640.00 MKL Score: +14.73

"Baby Berkshire" demonstrates many of the same values as Warren Buffett-- disciplined underwriting, in an area (specialty insurance) where not many compete; a scorecard based on business performance and not stock price; solid long-term investing of float in understandable, well-run businesses that throw off capital.

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Member Avatar Kenji94 (71.54) Submitted: 9/7/2014 10:27:14 AM : Outperform Start Price: $645.46 MKL Score: +14.64

Compounding machine

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Member Avatar TMFFlygal (99.37) Submitted: 8/29/2014 12:11:25 PM : Outperform Start Price: $653.00 MKL Score: +13.05

Specialty insurer

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Member Avatar GTK1004 (99.23) Submitted: 8/16/2014 9:31:59 AM : Outperform Start Price: $638.10 MKL Score: +13.82

baby buffet

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Member Avatar AlexeiVronsky (97.62) Submitted: 5/28/2014 9:51:02 AM : Outperform Start Price: $558.52 MKL Score: +21.76

Cheap mini-brk

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Member Avatar kbelboe2 (35.22) Submitted: 5/27/2014 12:45:31 PM : Outperform Start Price: $632.13 MKL Score: +11.85

Simply put, a recent buy of Arnold Van Den Berg.

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Member Avatar Charlotte49er (76.98) Submitted: 5/22/2014 12:07:47 PM : Outperform Start Price: $621.97 MKL Score: +12.94

"The Next Berkshire Hathaway"

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Member Avatar famiglia112 (67.87) Submitted: 5/15/2014 2:32:53 AM : Outperform Start Price: $636.00 MKL Score: +9.50

Compounding machine/mini-Berkshire

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Member Avatar flynthewest (< 20) Submitted: 5/5/2014 1:22:45 PM : Outperform Start Price: $637.82 MKL Score: +8.86

Layered on Markel's 2013 superior underwriting performance and cache of quality wholly owned companies will be the performance benefits that will accrue from Markel's year ago purchase of Alterra. These have not been fully integrated into its value. Calendar year 2014 will give this key integration an opportunity to be recognized in underwriting results and float generation. In addition, it will permit Tom Gayner, President and Chief Investment Officer, the opportunity to find additional ways to constructively allocate some if not all of the remaining capital made available to him from the Alterra acquisition. Considering his superior record of investment placement, he will undoubtedly be able to identify intrinsic value producers with much greater success than Alterra's multiple investment managers have done in the past.

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Member Avatar Irishmate (31.73) Submitted: 4/30/2014 2:30:55 PM : Outperform Start Price: $620.16 MKL Score: +12.39

Started investing at $420 and have added as its risen.

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