It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built around how Tom has steadily built Markel's reputation.
We have discussed the following:
00:00 Introduction
01:05 Introducing Tom Gayner
01:50 Describing the market with music
06:57 "Touring" to build a name
09:05 Curating a portfolio
12:30 Addressing an audience
18:23 Why communication is key
21:14 Check out Stratosphere stratosphere.io/?lmref=bJ0jjw (no code needed)
22:22 Making complex concepts easy to digest
25:01 Building on the salesman experience
28:55 Problem solving
31:05 Tom’s unique perspective
38:30 Being frugal vs. investing in the right things
41:30 The importance of consistency
47:35 Confrontation
50:40 Markel's valuation
55:30 Closing thoughts
55:49 Thank you
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
#goodinvesting #markel #ceo
The Good Investing universe
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
➕ Apply to the Plus community: good-investing.net/plus/
📃 Enjoy the podcast transcripts: good-investing.net/
Helpful services for investors
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📈 Stratosphere - beautiful stock analysis tool* - stratosphere.io/?lmref=bJ0jjw
📶 TIKR - great data tool *: tikr.com/goodinvesting/
💱 Wise - our recommended savings account *: good-investing.net/wise/
Newsletter & legal
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✉️ Our newsletter: www.good-investing.net/contac...
🏠 Imprint: www.good-investing.net/imprint/
📃 Disclaimer: good-investing.net/imprint/di...
Transparency
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
Affiliate Link = *