Portfolio Update: December 2024
Welcome to my last portfolio update! Yes, you read that right! In the coming weeks, I’ll be announcing why I stop publicly sharing the details of...
463 Views
Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
263 Views
Markel Group Inc (MKL) - Friday, Jun 21, 2024
Markel is a respected insurer with strong underwriting, long-term investing, and positive company culture. Book value has grown by 15% annually...
296 Views
Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
433 Views
Portfolio Update: June 2024
There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...
381 Views