The Acquirers Podcast发布 2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
$MKL看涨
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 .
他说在等