The Acquirers PodcastPublished 2026-09-30
“Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks”
$MKLBullish
Markel is a good long-term hold; trading at 1.2x book value with improving loss ratios and conservative but potentially bolder buybacks supports future performance.
Markle is a name we know very well. Is it the next Berkshire Hathaway? no. I mean, I think it's an attractive investment. I believe there is only one Berkshire Hathaway. I think Markle has a bright future ahead of her, but I don't want to be disingenuous and say that she is...
I know that's good for headlines and stuff, but she isn't .
What they said to watch for