Nicoper’s Notes

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Exploration of the idea of valuing Markel insurance and investment segments using the concept of float
Analysis that preceded one of my latest investments.
Modified approach to calculating the simple current value of Markel originally published on Seeking Alpha, plus a special addition.
Workout situation resulting from BAWAG AG expansion in the USA and acquisition of Peak Bancorp, Inc.
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My reflections on the mathematical value concept by Tom Gayner
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Topicus valuation published on SeekingAlpha
Valuation of a potential dividend value investment. Stable company with hidden asset, but with part of its business in danger (Belarus exposure)
Two simple overviews of Constellation Software that tell a much more complicated story
We are almost half way through the year
I track acquisitions Constellation and its daughter companies have made.
From time to time I will upload my portfolio structure
In the past five years, I owned ED two times. Last time, I sold it at the end of December 2021 for USD 83.5 per share, once it approached my then fair…
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Nicoper’s Notes

Investment valuation through a transparent process.
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