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![MichaelGielkens Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1322346961563955201.png) Michael Gielkens [@MichaelGielkens](/creator/twitter/MichaelGielkens) on x 4085 followers
Created: 2025-02-08 19:49:19 UTC

The weekly newsletter is live again!

Companies discussed: $BN, $BRO, $CSU.TO, $DHR, $HEI $HEI.A, $INDT.ST, $INVEA.ST $INVEB.ST, $LIFCOB.ST, $MKL, $SOF.BR and $TOI.V

- Our view on Danaher following the recent drop
- The topic of NAV growth versus the level of NAV discount at Investor AB
- The welcome surprise about the insurance review at Markel 
- The stellar year at Topicus, which has deployed more capital in 2025 than all past X years combined. 

Special shoutout to @olensrud and @CJ0pp3l!  



![](https://pbs.twimg.com/media/GjSiUxAWkAIUzs-.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1888314183101608393/c:line.svg)

**Related Topics**
[mkl](/topic/mkl)
[hei](/topic/hei)
[insurance](/topic/insurance)
[investment](/topic/investment)
[nav](/topic/nav)
[$toiv](/topic/$toiv)
[$sofbr](/topic/$sofbr)
[$mkl](/topic/$mkl)

[Post Link](https://x.com/MichaelGielkens/status/1888314183101608393)