mdtls’ Activity

Wed Sep 10

NL

Boards Post

mdtls replied to the Markel Corporation board. 6:59 PM

Re: Markel - buy now, short or ignore?

Markel is for me, a meaningful position at a distant number 2 behind BRK. I'm taking the approach of buying and forgetting about it for at least 10 years, hopefully mitigating some of the price lumpiness.

It's a far better than average [more]

Thu Sep 4

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:33 PM

Re: BRK vs SPY, same deal

may I interpret......?

POS to 0!

Wed Sep 3

NL

Boards Post

mdtls replied to the Leucadia National Corp. board. 11:22 AM

Re: Jefferies Profit Rises 7 Fold

Ive held LUK for 12 years and continue 'not' to bet against them....

They've been good to me and my family.

Thu Aug 28

NL

Boards Post

mdtls posted to the Loews Corporation board. 6:10 PM

interesting SA article

Not sure to call it a hit-piece or well researched article. Either way, decent read and appears factual.

[more]

Tue Aug 19

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 9:03 AM

Re: brookfield asset management

Mr. Spinach,

Thank you. Much appreciated.

Mon Aug 18

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 11:25 PM

Re: brookfield asset management

Smart guys....

Don't beat yourself up, I studied it for 10 years before making it my #4 position.

Good luck.

Mon Aug 11

NL

Boards Post

mdtls posted to the Loews Corporation board. 12:14 PM

gut check....

Taking the boards temp on L.

How is everyone feeling about Mr. Tisch and Co?

I continue to take the long view, but wonder if they are in "workout" mode?

Thu Aug 7

NL

Boards Post

mdtls replied to the Markel Corporation board. 12:39 PM

Re: Ouch

its Mr. Market not understanding the company.....

take advantage of it, MKL is rockin'

Wed Aug 6

NL

Boards Post

mdtls posted to the Markel Corporation board. 5:46 PM

Q2 out

bv $511

up 7% ytd

p/b 1.26

Tue Aug 5

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:09 PM

Re: OT: Wally

Interestingly....

I bought a slug of WMT 29 months ago (vs. Jim's 24 month time period) @ $58.75. Less than 2Q's earlier...

Today i'm sitting on a share price gain of 25% 'ish.

Dumb luck on my part but interestingly [more]

Mon Aug 4

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 11:43 AM

rise and fall is a two way street

although BRK hasn't exactly kept up with S&P in the recent rising period...it also didn't "keep up" during the fall last week.

"...in the long term its a weighing machine."

this is why i sleep well at night.

Fri Jul 18

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:09 PM

Re: IBM earnings out

"fakey-doo"

Sounds like a trick some X-Games guy does on a BMX bicycle.

"he pulls off a fakey-doo into a triple wowzi-wow!

Thanks for the chuckle.

Enjoy the weekend everyone.

Wed Jun 25

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:22 PM

Re: OT-Markel (MKL)

IMO its not too late for a long horizon.

still trading historically cheap.

Fri Jun 20

NL

Boards Post

mdtls posted to the Fairfax Holdings board. 5:38 PM

BBRY a classic cigar butt?

Or does Prem see something no one else can?

Congratulations to Mr. Chen for his management skill so far.

[more]

Thu May 8

NL

Boards Post

mdtls posted to the Markel Corporation board. 5:55 PM

long term p/b average for MKL

I'm trying to understand MKL's average p/b over a long period.

Can anyone suggest a website to mine such data?

Thank you.

m

Fri Apr 4

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 12:18 PM

crickets....

In the 14 years i have been a regular reader of this board i've never seen a participation "fall off" like our present.

I'm sure the Fool management team (and advertisers) are watching this traffic decline as well.

Seems [more]

Mon Feb 17

NL

Boards Post

mdtls posted to the Leucadia National Corp. board. 12:41 AM

Tom Gaynor dumps all of it

Tom Gaynor has indicated in Markel's latest filing he has sold out his LUK position.

I'm a guy who has admired Ian and Joe and backed up my admiration with an over weighted position in my portfolio for more than 13 years.

I also [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 667
Recs Received 980
People who have rec'd these posts 412
Recs to Posts Ratio (last 30 days) N/A
Threads Started 198
Threads Started Percentage 29.69 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 48.88 %
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