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 FrankoJames (94.44) Submitted: 12/22/2014 9:07:14 AM : Outperform Start Price: $680.00 MKL Score: +0.77

MR, outperform!

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Member Avatar Colton11290 (52.90) Submitted: 10/22/2014 5:21:40 PM : Outperform Start Price: $670.00 MKL Score: -3.96

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 (87.36) Submitted: 10/17/2014 5:20:38 PM : Outperform Start Price: $647.01 MKL Score: -3.99

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 (72.60) Submitted: 10/2/2014 4:01:30 PM : Outperform Start Price: $641.50 MKL Score: +1.17

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

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Member Avatar Handworn (55.39) Submitted: 9/13/2014 3:52:45 PM : Outperform Start Price: $640.00 MKL Score: +3.26

"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 (52.24) Submitted: 9/7/2014 10:27:14 AM : Outperform Start Price: $645.46 MKL Score: +3.27

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: +1.84

Specialty insurer

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Member Avatar GTK1004 (99.11) Submitted: 8/16/2014 9:31:59 AM : Outperform Start Price: $638.10 MKL Score: +2.34

baby buffet

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Member Avatar AlexeiVronsky (97.10) Submitted: 5/28/2014 9:51:02 AM : Outperform Start Price: $558.52 MKL Score: +8.31

Cheap mini-brk

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Member Avatar kbelboe2 (37.89) Submitted: 5/27/2014 12:45:31 PM : Outperform Start Price: $632.13 MKL Score: +0.31

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

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Member Avatar Charlotte49er (72.57) Submitted: 5/22/2014 12:07:47 PM : Outperform Start Price: $621.97 MKL Score: +1.18

"The Next Berkshire Hathaway"

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Member Avatar famiglia112 (46.58) Submitted: 5/15/2014 2:32:53 AM : Outperform Start Price: $636.00 MKL Score: -1.93

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: -2.53

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 (27.32) Submitted: 4/30/2014 2:30:55 PM : Outperform Start Price: $620.16 MKL Score: +0.62

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

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Member Avatar MTGrizzly (< 20) Submitted: 4/28/2014 10:23:33 PM : Outperform Start Price: $616.60 MKL Score: +0.98

Strong portfolio, excellent long term valuation

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Member Avatar OKwarrior (45.60) Submitted: 4/6/2014 5:44:52 PM : Outperform Start Price: $607.40 MKL Score: +1.60

This is another Berkshire-Hathaway. An insurance company holding corp, that is particularly good at investing the "float" and compounding returns for years.

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Member Avatar evdoninger (66.14) Submitted: 3/31/2014 12:37:58 PM : Outperform Start Price: $593.20 MKL Score: +5.03

Strong underwriting, the Alterra acquisition, Tom Gayner.

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Member Avatar seymourfroggs (44.64) Submitted: 3/20/2014 11:39:20 AM : Outperform Start Price: $589.49 MKL Score: +5.72

It will not dramatically outperform. Just steadily.
It is a complex company but it is carefully run. hat is an essential point in picking it. It is in Insurance but it underwrites selected sectors avoiding what look like short-term gains. It makes money by investing cash. It reduces its tax rate because income from these companies have already paid the tax. Companies pay it a premium to have it "on hand" (underwriting). Its P/E is falsely high because its earnings are invisible. Why bother with it? Ans: it is a pile of money being carefully handled and that is reflected in its value and hence stock price. So it will increase and you sell when you want.

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Member Avatar luremaster (36.44) Submitted: 3/13/2014 3:17:40 AM : Outperform Start Price: $581.10 MKL Score: +7.86

GREAT TRACK RECORD

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Member Avatar SlothropsMonkey (89.55) Submitted: 3/10/2014 11:51:33 PM : Outperform Start Price: $222.69 MKL Score: +2.01

Monkey's second highest conviction idea right now for several reasons: big and steady like the Titanic, so I reckon all that needs to not happen is a clandestine iceberg. But the business culture is second to none, inspired by incentives to perform. The moniker "Baby Berkshire––the business is niche insurance + investment of profits–– helps Monkey sleep peacefully at night and for decades to come. One of the best values and easiest decisions out in the jungle right now.

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