Tom Gayner is the President and Chief Investment Officer of Markel, a specialty insurer located 102 miles south of Motley Fool HQ. Mr. Gayner kindly invited me and three other Fools to have lunch with him this week.
Despite a mixed earnings release on Jul. 22, shares of Comcast rose along with the broader market. Is this a sign that the business still has room or would Disney or CBS make for better long-term prospects?