Subject: Re: Bloomstran on TIP podcast
After discussing the benefits of Berkshire's recent purchase of Allegheny, Bloomstran speculates as follows (@ 53:18 min):

"So keep your eyes on Markel, which Berkshire has been buying as well, because they could flip that...I'm not sure they want all of Markel but Markel inside of Berkshire would be more valuable than Markel as Markel"

https://www.youtube.com/watch?...

Anybody else heard of this rumor?

Thoughts?