u/CarlosGao

1 thesis · first seen Aug 21, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MKLr/ValueInvestingStock Analysisbullish
u/CarlosGao · 4d agono track record yet

Markel (MKL) — worth buying?

MKL is trading at 1.2x book value and 9x FCF with estimated intrinsic value of $2,200-$2,600/share, offering a disciplined specialty insurance business with a Berkshire-like float-and-invest model at a reasonable valuation with margin of safety.

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