A New Pick from Our Small-Cap Superstars
JohnOwens
07-30-2008, 2:20 PM | Post #2544947 |
2 Replies
Re:A New Pick from Our Small-Cap Superstars
08-03-2008, 5:11 PM | Post #2546383
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Tom Gayner, CEO of Markel, is considered to be a guru at Gurufocus. The publicly traded companies in his portfolio can be seen here:
http://www.gurufocus.com/holdings.php?GuruName=Tom+Gayner&sort=position
Looks like he's heavily into Berkshire, and also owns White Mountain Insurance.
I generally agree that Markel is a worthy addition to the Small-Cap Superstars pick list.
Re:Re:A New Pick from Our Small-Cap Superstars
08-04-2008, 9:24 AM | Post #2546554
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Tom Gayner, Markel's CEO, is also on the roster for Morningstar's Ultimate Stock Picker's Portfolio, which is managed by our equity strategist Justin Fuller. I am a huge fan of the Ultimate Stock Picker's Portfolio. In fact, it was my inspiration for Small-Cap Superstars.
If you'd like to learn more about the Ultimate Stock Picker's Portfolio, just click on the link below to see its home page, which includes all the related articles, video reports, portfolio holdings, and stocks on the watch list as well as its investment manager roster and Justin's blog.
http://news.morningstar.com/USPNet/LandingPage.aspx?authorid=596&blogid=100000160&t1=1208465836