In this video, history is made when both Matt Koppenheffer and David Hanson agree on an investment thesis: They agree that Markel is the superior investment for a 20-year time span rather than Bank of America. Markel, they note, is a great company that consistently grows profits and book value. Bank of America, meanwhile, is trading cheap, and it may be a good investment for five years, but for a 20-year time frame, it's not a proven great company. Matt and David say they'd like to see more tangible evidence of improved business performance at Bank of America before recommending it as a long-term investment.