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#53 The Plodder

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Manage episode 520319227 series 2973097
Content provided by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tom Gayner is the CEO of Markel Group and has run itsinvestment portfolio for 35 years, beating the index by an astonishing 1.5% pa. This makes him one of the most successful capital allocators in the US stockmarket, yet he is under the radar. He explains why he holds 140 stocks,although the top 40 represent 80% of the value; why there are so few imitators of the insurance/equity and business investment strategy so successfully deployedby Berkshire and Markel; the simple way to analyse an insurance business; what he has learned from being on the boards of Graham Holdings with Warren Buffettand on the Coca Cola Company; and one secret of Warren Buffett’s success which you likely will not have heard before. Tom Gayner is anything but a plodder, but his thoughtful, modest and cautious approach to investing and life makes him a fantastic role model.

  continue reading

60 episodes

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#53 The Plodder

Behind the Balance Sheet

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Manage episode 520319227 series 2973097
Content provided by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tom Gayner is the CEO of Markel Group and has run itsinvestment portfolio for 35 years, beating the index by an astonishing 1.5% pa. This makes him one of the most successful capital allocators in the US stockmarket, yet he is under the radar. He explains why he holds 140 stocks,although the top 40 represent 80% of the value; why there are so few imitators of the insurance/equity and business investment strategy so successfully deployedby Berkshire and Markel; the simple way to analyse an insurance business; what he has learned from being on the boards of Graham Holdings with Warren Buffettand on the Coca Cola Company; and one secret of Warren Buffett’s success which you likely will not have heard before. Tom Gayner is anything but a plodder, but his thoughtful, modest and cautious approach to investing and life makes him a fantastic role model.

  continue reading

60 episodes

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