Subject: Re: OT- Markel
I've held a pretty sizable position in my port for a lot of years.
What i love about Tom Gaynor et. al is they don't sugarcoat and they shoot their shareholders straight. Reminds me of a pair of other insurance managers that are plainspoken. ;)
Nothing that wont cure itself over time. Management is solid.
Stay the course and sleep well is my .02
m