Tom Gayner: GAAP Accounting: A Map That Can Lead You Astray

Johnny HopkinsTom Gayner

In this interview with The Value Perspective, Tom Gayner provides a great analogy of why GAAP accounting is like a map that can lead you astray. Here’s an excerpt from the interview: Gayner: Is where I’m sort of pointing out what I believe to be some of the current flaws … Read More

Tom Gayner: Never Be In A Hurry To Sell

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During his recent fireside chat at the Ben Graham 10th Annual Conference, Tom Gayner explained why you should never be in a hurry to sell. Here’s an excerpt from the chat: Gayner: Sell well, I tell the story about my grandmother, and if some of you know me, you might … Read More

Tom Gayner – Top 10 Holdings – Latest 13F

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Tom Gayner: What Makes Warren Buffett Great

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In this interview with The World According To Boyar Podcast, Tom Gayner discusses what makes Warren Buffett great, having spent time with him as a board member of The Washington Post. Here’s an excerpt from the interview: Gayner: I’ve been very fortunate in that I started going to Omaha back … Read More

Tom Gayner: The Similarities Between Markel & Berkshire

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In his recent interview with GabelliTV, Tom Gayner discussed the similarities between Markel and Berkshire. Here’s an excerpt from the interview: Gayner: Tactically, just to clarify. So yeah, we have a lot of names and people obviously… Buffett’s talked about the twenty punches and concentration and all that sort of … Read More

Tom Gayner: Win-Win-Win!

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In his latest 2021 Letter to Shareholders, Tom Gayner discusses his win-win-win philosophy to building an exceptional business. Here’s an excerpt from the letter: Several years ago, we laid out our aspirational goal to “Build one of the world’s great companies.” We defined that as a company driven by the … Read More

Tom Gayner: Winning The Loser’s Game

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Earlier this year on the Good Investing Talks Podcast, Tom Gayner explained why successful investing is not about the win, win, win, and more about not losing. Here’s an excerpt from the interview: We all want to be the best. But there’s a really bizarre thing in the world of … Read More

Tom Gayner Top 10 Holdings (Q4 2020)

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Tom Gayner: Four Lenses For Finding The Best Opportunities

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In his recent interview on The Investors Podcast, Tom Gayner discussed the art of investing, why indexing has been overdone, and his four lenses for finding companies that deliver outsized returns. Here’s an excerpt from the interview: Stig Brodersen: Let’s start there. You famously identified four pillars in your investment … Read More