[From The Archives] Tom Gayner 2011 Value Investor Insight Interview — Part Three

Rupert Hargreaves

Published onJuly 10, 2015

Updated on May 13, 2021

[From The Archives] Tom Gayner 2011 Value Investor Insight Interview -- Part One
[From The Archives] Tom Gayner 2011 Value Investor Insight Interview -- Part Two

Tom Gayner: Position analysis

After discussing Tom Gayner’s investment process, the Value Investor Insight’s interview moved on to discuss Markel’s equity portfolio, picking out four key investments; Wal-Mart, Berkshire Hathaway, Intel and Nestlé. (At the end of Q1 2015 Markel still held a position in Wal-Mart, Berkshire and Intel. Nestlé had been sold)

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Gayner picked each of these companies for specific reasons. He gives a run-down of these reasons in the interview.

Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

[From The Archives] Tom Gayner 2011 Value Investor Insight Interview — Part Three

Tom Gayner: Position analysis

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[From The Archives] Tom Gayner 2011 Value Investor Insight Interview — Part Three

Tom Gayner: Position analysis

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