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Canadian Value
Canadian Value
Articles (4624) 

Best Ideas Conference 2013 - Markel Insurance by John Tarasoff

November 01, 2013 | About:
Josh-Tarasoff Markel Insurance

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 4.6/5 (13 votes)

Comments

dwhitney
Dwhitney - 3 years ago    Report SPAM
I quite like John Tarasoff. I think he ought to be added as a "guru"
vgm
Vgm - 3 years ago    Report SPAM
Interesting. Thanks. We should keep in mind it's almost a year old.

Pulling together a couple of other views on MKL:

https://www.islainvest.com/wp-content/uploads/2013/10/VIC-MKL-Submission-Final-v3.pdf

http://www.gurufocus.com/news/233320/grey-owl-capital-q3-2013-investor-letter

And notes from the 2013 annual breakfast with Markel:

http://www.scribd.com/mobile/doc/141383973
Tannor
Tannor - 3 years ago    Report SPAM
Thanks for the post,

I have been researching this company over the last few weeks and missed this presentation. I am seriously contemplating buying shares, at a 20% CAGR B/V (provided it can continue) is worth quite a bit more than 1 year of future growth anticipation in my view.

This article provides insight into the deal and potential synergies between the two companies.

My problem is finding the underwriting history and (multiple years) annual reports of Alterra, if anyone can provide a link it would be much appreciated.

psyclone
Psyclone premium member - 3 years ago
we've not had 20% CAGR for quite some time with MKL although it is a compounding machine. I think low teens growth is a reasonable assumption going forward with anything north of that a bonus (with the Q3 results today we're 14% YTD). MKL is and has been my largest holding for several years. I am a huge admirer of Tom Gayner and look forward to many more years of his prudent capital allocation.

Alterra's old symbol was ALTE which still links to company filings on the SEC site:

http://www.sec.gov/cgi-bin/browse-edgar?CIK=0001141719&action=getcompany

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