Valuing Markel

In my previous post I valued Berkshire Hathaway using Tom Gayner's valuation method, which he described in a Value Investor Insight interview from 2012.  So I figured  I might as well put Markel's numbers into the spreadsheet and see what we get.  Before I get to that here's a quick summary on Gayner's valuation method for those … Continue reading Valuing Markel

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Valuing Berkshire with Help From Tom Gayner

I recently came across a post by Greg Speicher from 2011 that described Tom Gayner's method for valuing Berkshire Hathaway.  The post referenced a 2011 Value Investor Insight interview in which Gayner discusses his valuation method for Berkshire.  It's really a great interview with a ton of insight from Gayner. Anyway, Greg did a great job summing up … Continue reading Valuing Berkshire with Help From Tom Gayner

Todd and Ted Portfolio Update (9.30.15)

I updated the T&T portfolio as of Q3.  Let me know if anything is missing or should be added. Todd & Ted Combined Portfolio (updated as of 9.30.15) Stock Shares Held Market Value % of Portfolio DVA 38,565,570 $2,789,448,000 14.97% T 59,320,756 $1,932,670,000 10.37% CHTR 10,281,603 $1,808,020,000 9.70% GM 50,000,000 $1,501,000,000 8.05% DE 17,052,110 $1,261,857,000 6.77% … Continue reading Todd and Ted Portfolio Update (9.30.15)

Todd & Ted, Concentrated Portfolios and Some Links

I recently tweeted out some of my favorite 13F's and figured I would make a more expansive post for future reference. I personally like looking over select 13F's, especially if there are a significant amount of new buys. Some people dismiss it as useless, but I think if you follow great investors that have concentrated … Continue reading Todd & Ted, Concentrated Portfolios and Some Links