Many Happy Returns

12/28/2011

Chuck Akre, Tom Saberhagen and John Neff of Akre Capital describe the company characteristic they find most rare and valuable today, the ways in which the financial crisis did – and didn't – alter their strategy, why selling to them is rarely about pure valuation, and why they believe TD Ameritrade, Ross Stores, Enstar and Markel are mispriced.


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