valuegeek’s Activity

Today

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valuegeek posted to the Berkshire Hathaway board. 4 hours ago

OT: MKL Q1

Markel quarterly results:

https://www.markelcorp.com/About-Markel/NewsRoom/Reuters2045...


At $750, it's selling for about 1.33 x book. I might add a [more]

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Boards Post

valuegeek posted to the Markel Corporation board. 4 hours ago

Q1

Results:

https://www.markelcorp.com/About-Markel/NewsRoom/Reuters2045...

Spoiler alert: the news is good. And it looks like shares are trading hands at [more]

Yesterday

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Boards Post

valuegeek replied to the Value Hounds board. 9:16 AM

Re: Tisch on energy prices / investment

Who cares what Tisch says - he is not exactly Buffett or even Gayner. What have the Tisches done for L shareholders for the last 10 years? http://www.gurufocus.com/financials/L

Well, [more]

Mon May 4

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valuegeek replied to the Value Hounds board. 7:03 PM

Re: Tisch on energy prices / investment

Another quote:

I think right now the conditions are bad enough for rig valuations to go down. The problem is they haven't been bad enough for long enough. There are people who either have rigs chartered, so they are not feeling any [more]

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Boards Post

valuegeek posted to the Value Hounds board. 7:01 PM

Tisch on energy prices / investment

Some insight on the energy section from James Tisch, on the Loews Corp CC. Anyone can bloviate, but I find Loews's take more valuable than most. They've seen this movie before. They have it on DVD, VHS, and 35mm.

transcript courtesy of [more]

Mon Apr 6

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Boards Post

valuegeek replied to the Berkshire Hathaway board. 8:47 AM

Re: Ingored holdings: WMT

WMT couldn't even keep products on the shelves as it cut workers. I lost count on how many management changes it went through in their US business, and yet you hear of problems persisting.

And yet you hear of earnings increasing, from [more]

Sat Mar 21

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Boards Post

valuegeek posted to the Berkshire Hathaway board. 8:31 AM

MKL 10K is out

Markel's annual report is out. I haven't had a chance to read it but the headline numbers are all good. Book value $543/share, around (as we've seen they do round up) 14% book value growth from last year. Equity investments did OK and the combined [more]

Sat Mar 7

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Boards Post

valuegeek replied to the Berkshire Hathaway board. 9:43 AM

Re: Rationalwalk

...and, assuming you have already worked through the report yourself, here is some intelligent commentary from Brooklyn Investor. Not much that hasn't been raised here in one form or another, at one time or another, but still a good read: [more]

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valuegeek posted to the Berkshire Hathaway board. 9:37 AM

Rationalwalk

Rational used to post here, giving generously of his time and expertise. His website has a new article, 'How to Read the Berkshire AR:'

http://www.rationalwalk.com/?p=13696

Fri Feb 27

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Boards Post

valuegeek posted to the Falling Knives board. 1:50 PM

FKA: PRAA

Portfolio Recovery Associates, down about 7% before earnings March 2. Essentially a debt collector, buying accounts for pennies on the dollar and trying to collect what they can. Estimates put the company at about 10 or 11x next year's earnings, with [more]

Tue Feb 17

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Boards Post

valuegeek replied to the Berkshire Hathaway board. 6:18 PM

Re: 13-F is out

Yeah, it's funny: just on a back-of-envelope basis, CBI looks like the best idea to me.

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