Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
GoodHaven Capital Management, LLC, led solely by Larry Pitkowsky since December 2019, presents an overview of its firm and the GoodHaven Fund (GOODX). Utilizing a disciplined,...
— Larry Pitkowsky
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Markel Group
The fund fully exited its position in Markel due to persistent underwriting underperformance and a perceived lack of urgency from management. Despite being a...
Markel operates a unique multi-engine compounding model combining profitable specialty insurance underwriting, an equity-focused investment float, and direct private company ownership through Markel Ventures. The manager highlights...
Markel Corp's position in the portfolio saw a 6% increase this quarter, indicating a positive outlook on its performance. The stock was...