u/CarlosGao

1 thesis · first seen Aug 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.4%-0.4%
3d111100%+0.0%+0.0%
1w111100%+1.1%+1.1%
1m1100%-1.0%-1.0%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MKLr/ValueInvestingStock Analysisbullish
u/CarlosGao · 62d 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.

At post $1,795.04Now $1,808.76+0.8% since postedas of Aug 24, 1:28 PM ET
1d-0.4%
3d+0.0%
1w+1.1%
1m-1.0%
3m—
6m—
1y—
original post →

End of results.