My #1 “Buy and Hold Forever” Stock

Cheers, as a Canadian I will look into the best way to hold this company

I prefer trading

What are some investing/finance books that have been really helpful for you?

A lot of people were outraged when they saw viral videos on social media about $18 Big Mac combo. If I am correct, this occurred only in a few locations, one of which was a truck stop. I live in California, one of the most expensive states, and I could have gotten a Big Mac Combo for $6 on the app at the time. I suppose everybody needs a villian to target. With McDonald's $5 promotion in the attempt to drive up sales, I expect the share price to bounce back. McDonald's is one of the "hold forever" stocks I own.

Thanks for the great analysis on MKL. I only learned about it recently, and you've made a good case here. Another Canandian company I started a new position in recently is Dollarama. They've seem to doing well in contrast to dollar stores struggling in the U.S. I wonder if you've heard of it, and what's your view on the company. I just want to say that I appreciate all the hard work you've put into making your videos. Cheers.

This was a good video. I like the the buy and hold strategy on solid companies rather than being a riverboat gambler. 🙂

I’m adding this company to my portfolio (TFSA) next week! Thanks for your video!

rather hold VOO, MKL has a 9.8 anualized returns in the last 10y. VOO outperforms thta, is safer and pays dividends. This one is not a compounding machine, BRK is way more consistent and a better investement overall

I will match my DRIP stocks and their returns against yours. I update my 13 DRIP stocks every Friday. I have taken my advice from Clason (The Richest Man in Babylon) Warren Buffett & now deceased Charlie Monger. We are long term investors who use dollar cost averaging, tie, compound interest, the 10% rule, and leveraging our assets for retirement. I hope you are both health and safety in your future.

Great analysis! will add to my Watch list

Really a brilliant business model. Their book value will only expand over the long term with the compounding growth of their equity portfolio, and in the mean time they have great margins and billions in free cash flow from operations to fund growth through strategic capital allocation and buying back shares. Return on capital, equity and assets. It’s kind of akin to buying a fund except you get the benefit of having the capital structure of being a shareholder in a publicly traded company itself.

Sounds like a great company. My biggest issue with MKL is Circle of Compentence. It's not an easy to understand nor an easy to evaluate. It will be in my "too-hard-to-understand" pile.

what about the expense ratio? Vanguard funds are extremely low cost for the investor

Also, i had an idea in mind: what if you just bought the highest market cap stock at any given time? How would you have performed in the last 50 years?
The strategy would imply a portfolio which is 100% concentrated on the highest market cap stock, which would then be sold whenever a new company achieves the highest market cap. Think of it as an S&P 1 index rather than an S&P 500 index.
The main element though is selling and going all in AS SOON as a new stock achieves the highest market cap, whether that's monthly, yearly, etc as it would give you more chances of high yearly returns.
I would highly appreciate if you could backtest this idea! Love the content.

A great video, thank you. Its been on my watch list for a while, thank you for reminding me! Now I wonder what is your #2 and #3 ? Lol

simply DCA $TSLA - no index will outperform this strategy

5 minutes to only say markel…

but what about USMV? it seems to have more liquidity.

Well put video.

I feel like your production quality is increasing 💪

Enjoyed this video. I really like Markel and Tom gayner

Nice analysis. I think you should check IFC as well. Another great compounder!

How about NVR?

In the end there is only Zuul

You definitely understand the game. High ROIC, reinvestment opportunities at high ROIC, high quality management - capital allocation team, etc. However, it has been my experience that good management is not an enduring moat. A great jockey on an average horse is usually not a good wager. Not saying Markel has no redeeming qualities, but something to consider against investing in VOO.

Checkout Kinsale Capital

Retirement funds in VOO and personal portfolio in VFLO and a bank yielding 7% dividends.

Thank you for an excellent presentation and introduction to Markel. A good investment to slowly average into for a young person with 25+ years to retirement.

I don't understand what's the point of investing in it if it doesn't beat spy or Voo. I see comments from people here who are still interested in it, I ask myself - are they sheep?

not very clever

While I like your stock pick, the analysis was verrry superficial. No look at where the company actualy invests in. No cash flow analysis, no look into the balance sheet, not comarison to peers. A lot of missed opportunities here. Maybe next time would be helpful to see those numbers and hear your thoughts.

I am holding a few MKL stocks since a couple of years and I wasn’t always super happy about the stocks performance. This video confirmed my long term vision for the stock. Thanks 😊

Angela Merkel ? 😂

Claiming company has a moat because you think they have a good management is a bit sketchy

Why Markel over Brookfield Corporation? Is Markel easier to understand? Maybe a future video?

OncoSil is another one to watch, especially with their recent advancements. Would love to hear your thoughts on it in a future video!

markel has underperformed the market. berkshire hathaway dumped their entire position in it. if you want to underperform the s&p 500, by all means buy markel.

Totally agree, I hold MKL for my kids account. Been in since 400.

Your a real winner LOL

I plan on buying a share in my tfsa in January when I get more space. Hoping the stock stays low or goes lower in the mean time. Hoping to get under $1600

Another u tuber dummy

So many factors at play with Marquel! I’m curious, what are your thoughts on investing in companies with a lower beta but higher recent performance? 📉📊

I read most of the people here not interested in Markel which make me more inclined to study more abt Markel. Its good when the average joe ignored a good company, it gives us opportunities to research deeper and potentitally buying in at value price.

Cool video, thanks The video makes a compelling case for long-term investments. If you’re looking for a “buy and hold forever” stock, $WKSP is worth considering. It’s a microcap with growth potential, especially in the innovative sector it operates in. A good fit for a long-term portfolio if you believe in its future!

Do you think NIO will short-squeeze now?

can u give us ur thought in ASML

Great video! Your point at the end of the video why you expect them to beat the market because of the growth of their venture business is very interesting and also the comparaison with Berkshire was a great point with the example if ULTA. Would be interesting to see in your analysis cash flow growth and stock based comp.

Do you look at ROCE as a metric or only ROIC? Their ROCE is very volatile and fairly low as well in the last 10 years, not sure what explains this one.

They are different from Berkshire in the sense that their performance is piss poor

This is really a great channel
Good research ✅
Thank you for doing research and providing such good insights.
I discovered your channel today and really loved the content ❤

Berkshire could buy MKL!

I watched it, and while I have a lot of BRK B shares, I will buy MKL myself instead of waiting for Buffett to go buy it!