u/NebulaAlarming4750

1 thesis · first seen Aug 23, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-0.1%-0.1%
1w111100%+0.1%+0.1%
1m1100%-3.0%-3.0%
3m000———
6m000———
1y000———

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

Thesis history

$MKLr/ValueInvestingStock Analysisbullish
u/NebulaAlarming4750 · 59d agono track record yet

Markel -A lazy doomsday valuation

Markel trades at fair value or slight discount to intrinsic value. A conservative doomsday scenario (50% discount to held securities) yields a fair value of ~$20.75B against current market cap of $22.25B, implying 11%+ annualized returns over 10 years even under pessimistic FCF and equity growth assumptions.

At post $1,817.30Now $1,808.76-0.5% since postedas of Aug 24, 1:28 PM ET
1d—
3d-0.1%
1w+0.1%
1m-3.0%
3m—
6m—
1y—
original post →

End of results.