kevincasteleijn.substack.com/@kevincasteleijn
Bio
Kevin Casteleijn is an active investor with five years of experience, currently completing a Master's degree in Financial Management in the Netherlands. Through his Substack publication, Casteleyn Partnership, he shares in-depth research and valuation updates on companies such as Markel, guided by a philosophy of "patient capital, driven by the discipline of learning." 网络评价：Markel深度研究+估值更新
Ideas
2 Ideas
Adyen H2 2025 and Full Year Update
Despite 20% stock price drop, maintains long-term bullish view emphasizing land-and-expand strategy and strong customer growth.
Markel full year 2025 update + valuation
Markel's insurance segment is poised for improved profitability after exiting the reinsurance business. The stock appears undervalued, with significant capacity for share buybacks, positioning it as a long-term compounder despite potential headwinds in investment income from lower interest rates.