No. of Recommendations: 1
Frustrated owner here. I’ve patiently owned MKL and appreciate the fact they are trying to be a smaller version of BRK and seem to have a talented CEO and vision. Bought MKL almost exactly 8 years and also bought BRK at that time (2/2016). Results:
MKL +71% 7.0%CAGR
BRK +201% 15.25% CAGR
WOW! Sighing & holding for now, but for the last 3 years or so I’ve thought about selling my MKL for more BRK. If was in a retirement account, I would have already done it. Thank goodness the overall BRK position over the years dwarfs MKL, but the opportunity cost of that 2016 decision has been costly. Ajit and his team have spoiled us with his talents and performance compared to many competitors.
