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Beowulf Profile picture
Beowulf
@beowulfcapital
Feb 23, 2020 • 12 tweets • 4 min read
Reading Markel's $MKL 10-K report. A solid 2019 as expected. 5 year BV growth at 8%. Book value at $803 / share Another solid year for the insurance pillar for Markel $MKL
Feb 23, 2020 • 20 tweets • 5 min read
Like all other in the cult, reading Berkshire's annual letter and 10-K $BRK.B Found this lubrizol episode pretty funny!!! $BRK.B
Mar 20, 2019 • 5 tweets • 2 min read
Fairfax India Performance since inception.... $FIH.U Hope this ends differently for $FIH.U than it did for Mohnish Pabrai with South India Bank
Mar 9, 2019 • 21 tweets • 5 min read
Reading through $MKL 10-K. Weekend project. Combined Ratio for $MKL continues to be impressive resulting in low cost float