The Acquirers Podcast 对 $MKL 的判断变化

2026-09-30看涨
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
Markel是良好的长期持有标的;其市净率为1.2倍,赔付率改善,回购保守但可能更为积极,支撑未来表现。

Markle是我们非常熟悉的名字。它是下一个Berkshire Hathaway吗?不是。我的意思是,我认为它是一项有吸引力的投资。我相信Berkshire Hathaway只有一个。

我认为Markle前途光明,但我不想虚伪地说它是……我知道那样说对头条新闻之类有好处,但它不是。

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 .