Tom Gayner, Co-CEO of Markel discusses the evolution of Markel into a Fortune 500 company, the secret to success in the investment business and much more…

The Interview Discusses: 

• The secret to success in the investment business.
• His investment thesis on both Home Depot & Diageo.
• Why investing through the covid crisis was harder than investing through the financial crisis. 
• How covid has impacted Markel’s insurance operations.
• His thoughts on Berkshire Hathaway investing in Markel.
• His observations of Warren Buffett as a fellow board member at The Washington Post.
• How Markel decides whether to invest in private companies through Markel Ventures or in public securities.
• Why he thinks it is possible for Markel Ventures to one day be larger than Markel’s equity portfolio.
• Why most investors who tried to use insurance operations as funding mechanisms have failed.
• How he decides to add to existing equity positions.
• The advantages of having low turnover in his equity portfolio that most investors do not appreciate.
• His thoughts on when it is appropriate to use leverage.
• Markel’s capital allocation priorities.
• His thoughts on the cable industry...

For more information on the 2023 Markel Shareholders Meeting, please visit  www.MarkelShareholdersMeeting.com

For any questions or to ask a copy of the Markel report, please email us at [e-mail].


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