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BRK vs MKL


Shane

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And Tom Gaynor is not Warren Buffett when it comes to investing.

 

Definitely not Buffett, but I think he's as good as Weschler and Combs who will be running things.  He's also got a hell of lot more runway than them.  Hamblin-Watsa is as good if not better than Gaynor, and the leverage there should help.  If I had to choose one, it would be Fairfax hands down...but investors will do better than the markets with any of them.  Cheers!

 

From what I do know about these people (maybe too little), Weschler is seems to be the best investor.  Gayner seems alright, definitely alpha generative, but he doesn't strike me as a superstar. Care to enlighten me?

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Could you tell me more about The Markel Omaha meeting?

 

Last year they had the meeting somewhere else. That was a big disappointment.  They used to hold their meeting in the Marriott conference room right off the lobby.  I hope they will bring it back to Omaha.

 

By the way, I think Combs and Weschler are proving to be cut out of the same cloth as Warren.  Their  being in the Omaha  office is the best thing that's happened to BRK in years.  :)

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