W.R. Berkley (WRB) was mentioned as a recent acquisition target by a Japanese insurer, purchased at a high price-to-book multiple.
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Can Markel Really Become the Next Berkshire Hathaway?
Oct 5, 2026
The creator discusses Markel (MKL) as a potential investment, comparing it to Berkshire Hathaway. While not expecting it to be the next Berkshire, they see it as an attractive investment with potential for good long-term performance, especially if they improve their insurance underwriting and increase share buybacks. Fairfax (FFH) is also briefly mentioned as another potential investment, though the creator lacks a current view due to its valuation.
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Markel is an attractive investment with potential for good long-term performance, trading at 1.2x book value, and investors should take a closer look.
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