December 2017 - Short Presentation from Dec 2017: My Process + CHTR & CMCSA overview

My (short in length) presentation from this past weekend in Florida. Click here PRESENTATION LINK

Combination of:
(a) my process
(b) companies/ business models I like
(c) using a+b to go over my preference for $CHTR and $CMCSA

Markel Corp (MKL) - Brief Overview - 38 slides [6/02/2017]

Link to Slide Deck: Markel Corp (MKL) 6/2/2017 (click left)

Quick overview of MKL, how I think about the underlying drivers of the business going forward, decomposing BVPS growth.

Any feedback is welcome  findmevalue@gmail.com

Payments Industry Overview - Analysis of Visa, MasterCard, American Express - 361 Slides [5-18-2017]

Link to slide deck: Payments Industry - V / MA/ AXP - May 2017  (click left)

There are no specific recommendations in this slide deck. Most of that is due to the current valuations of the companies mentioned, which I find none of which are "cheap". There is some optionality for each company, and due to the attractiveness of some of the business models, as well as the economics, one can make the case that these businesses could each be worth more in the next 3 years +.

I am hopeful this presentation is helpful to those that read through it. Please reach out with any comments, good or bad, about this presentation, the industry, or the companies discussed.

Disclosure: Long Visa/ MasterCard currently; Was Long PayPal, but sold recently. Have never owned AXP directly.