Thomas Gayner, Markel Corp.
Tom Gayner of Markel Corp. describes what about the current investing environment feels somewhat like the Wild West, how he wants his own company to be just like the companies he invests in, what advice he’d give to budding value investors, and why he sees the potential for long-term value compounding in Deere, Diageo, RLI Corp. and Markel itself.
Samir Patel, Askeladden Capital
Askeladden Capital’s Samir Patel describes his path from spelling-bee wunderkind to investor, why he set up his business the way he did, how his thinking on business quality and portfolio concentration have evolved, and why he sees unrecognized value today in Franklin Covey, Sprouts Farmers Market, Delta Apparel, AstroNova and Profire Energy.
If the dog days are finally over for banking stocks, who's likely to incrementally benefit?
Answering necessary questions in order to bet on a commodity-related business like this one.
For the sake of simplicity; Warren Buffett on inflation.
AstroNova, Bank7, DDH1, Deere, Delta Apparel, Diageo, Franklin Covey, Markel, Medallion Financial, Profire Energy, RLI Corp., Sprouts Farmers Market
Other Companies in this Issue:
BlackRock, John Menzies, Kornit Digital, Major Drilling, Microsoft, Software AG