Mindlin Holdings Portfolio 1
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Created by Mindlin Holdings
DESCRIPTION:

Date updated:12-30-2007

Long term all cap value;

symbol name last price % change open
  • +
  • BRK
    Brk
  • $0.00
  • N/A
  • $N/A

Superb collection of businesses with or without Warren. Long term winner; no telling what the intrinsic value would be, but consider what the pieces would fetch in a breakup!

People owning BRK also tend to own: AACOPCSCODELLDISEBAYED

TheStreet.com Rating: No Rating What is this?

  • +
  • MKL
    Markel Cp Hldg Co
  • $326.90
  • -0.02%
  • $326.95

Superb investment vehicle with disciplined underwriting in primary insurance business; great long term prospects; focus on shareholder value

People owning MKL also tend to own: CSHCTRPJNJLGBTLVSQMARSVI

TheStreet.com Rating: C What is this?

  • +
  • WTM
    White Mtn Ins Ltd
  • $314.10
  • -1.67%
  • $315.32

Superb investment vehicle with disciplined underwriting in primary insurance business; great long term prospects; focus on shareholder value

People owning WTM also tend to own: CMCSKFMDMCOQMARUNHXTXIALL

TheStreet.com Rating: C What is this?

  • +
  • HOG
    Harley Davidson
  • $27.84
  • +0.25%
  • $27.27

Great financials with dominant brand and wide moat

People owning HOG also tend to own: EATAFLAMPAPOLCOHERSGGG

TheStreet.com Rating: C What is this?

  • +
  • LUK
    Leucadia Natl Cp
  • $21.91
  • -1.35%
  • $22.23

Cummings and Steinberg; quirky investment with great history of creating shareholder value; a hedge fund of sorts

People owning LUK also tend to own: ACFBMYBRK-ABRK-BCNQDJCODUK

TheStreet.com Rating: D What is this?

  • +
  • MCO
    Moody's Corp
  • $22.95
  • -1.03%
  • $23.06

Dominant company with wide moat, great financials; undervalued

People owning MCO also tend to own: ADBECHKECLMSCMEEPAXGHLLLTC

TheStreet.com Rating: C- What is this?

  • +
  • AFL
    A F L A C Inc
  • $44.10
  • +0.59%
  • $44.61

Wide moat in secondary insurance market; great history of creating sharelolder value; great long term prospects

People owning AFL also tend to own: AMPAPOLCOHERSGGGHANSHD

TheStreet.com Rating: C+ What is this?

  • +
  • CCL
    Carnival Corp
  • $32.09
  • +0.66%
  • $31.78

Wide moat company dominating sector with great financials and great demigraphics

People owning CCL also tend to own: ADPBACBSXCMCSACSCOERTSIGT

TheStreet.com Rating: B- What is this?

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