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‘Good Jockeys Will Do Well on Good Horses, But Not on Broken-Down Nags’: Warren Buffett Warns Even the Best Leaders Can’t Fix Bad Businesses
Yahoo Finance· 2025-10-02 18:00
Warren Buffett, the chairman and CEO of Berkshire Hathaway (BRK.A) (BRK.B) has built his reputation not only on investment performance, but also on his ability to explain business principles through plainspoken metaphors. One of his most enduring lessons for investors and managers alike was first captured in his 1989 letter to shareholders, “Good jockeys will do well on good horses, but not on broken-down nags.” The analogy illustrates Buffett’s central belief that while capable management is valuable, it ...
GRNY: The Only Active ETF I'm Buying Right Now
Seeking Alpha· 2025-09-11 05:59
Group 1 - The individual has developed an investment philosophy focused on high-quality U.S.-based growth stocks, low-cost diversified index funds, and select alternative assets like gold, silver, and cryptocurrency [1] - The portfolio is designed for long-term compounding, balancing conviction in individual companies with broad market exposure [1] - The individual specializes in analytics, data governance, and technology-driven problem-solving within a large private CPG firm, providing an edge in understanding large-cap technology companies [1] Group 2 - The individual has a strong foundation in fundamental analysis, accounting, and portfolio construction, gained through an MBA in Finance [1] - The engagement with the Seeking Alpha community has led to a desire to contribute research and perspectives for younger investors [1]
Pool Corporation: Getting Caught In Macroeconomic Turbulence After Resilient Q2
Seeking Alpha· 2025-07-24 22:19
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...
Could Buying Markel Stock Today Set You Up for Life?
The Motley Fool· 2025-07-17 09:00
Company Overview - Markel is an insurance company known for its specialty insurance offerings, particularly in the excess and surplus insurance market, covering unique risks not typically addressed by standard policies [4][5] - Founded in 1930, Markel has developed extensive experience in measuring and pricing risks, which is reflected in its strong underwriting performance [5][6] Financial Performance - Markel's combined ratio has averaged 95% over the past decade, indicating a consistent underwriting profit of $5 for every $100 in premiums collected [7] - In the first quarter, Markel reported a net investment income of $236 million, benefiting from higher yields on new investments, alongside an unrealized gain of $7.8 billion in its equity portfolio [11] Investment Strategy - Markel's investment philosophy is similar to that of Berkshire Hathaway, focusing on both insurance operations and acquiring non-insurance businesses [8][12] - The company has a venture segment that includes controlling interests in a diverse portfolio across various industries, operating with a high degree of independence [9] Growth Potential - Investing in Markel could yield significant returns over time; for instance, a $10,000 investment today could grow to nearly $300,000 in 30 years with a 12% annualized return [13] - While Markel is not expected to deliver explosive growth, it is considered a stable investment suitable for conservative investors or as part of a diversified portfolio [14]