• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,327.34)
  • $2,327.34 P/E (TTM): 8.18X Cap: $50.25B
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• Markel Group Inc. (MKL $1,892.00)
  • $1,892.00 P/E (TTM): 11.26X Cap: $23.93B
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Q: Would you invest in Markel as a long term hold?
How does it compare to Fairfax?

Upvote 2

Read Answer Asked by Schoombee on December 04, 2024

• Roper Technologies Inc. (ROP $504.52)
  • $504.52 P/E (TTM): 35.12X Cap: $54.29B
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• Constellation Software Inc. (CSU $3,814.13)
  • $3,814.13 P/E (TTM): 93.99X Cap: $80.82B
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• TerraVest Industries Inc. (TVK $135.50)
  • $135.50 Cap: $2.93B
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• Markel Group Inc. (MKL $1,892.00)
  • $1,892.00 P/E (TTM): 11.26X Cap: $23.93B
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• Arch Capital Group Ltd. (ACGL $86.51)
  • $86.51 P/E (TTM): 8.91X Cap: $32.28B
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• Heico Corporation (HEI $306.99)
  • $306.99 P/E (TTM): 67.11X Cap: $42.73B
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• Topicus.com Inc. (TOI $137.41)
  • $137.41 P/E (TTM): 64.46X Cap: $11.53B
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• Lumine Group Inc. (LMN $35.06)
  • $35.06 P/E (TTM): 138.24X Cap: $8.99B
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Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?

Upvote 36

Read Answer Asked by Peter on February 28, 2024

• Danaher Corporation (DHR $209.06)
  • $209.06 P/E (TTM): 44.78X Cap: $149.69B
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• Roper Technologies Inc. (ROP $504.52)
  • $504.52 P/E (TTM): 35.12X Cap: $54.29B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $134.79)
  • $134.79 P/E (TTM): 56.41X Cap: $11.58B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.06)
  • $28.06 P/E (TTM): 19.4X Cap: $661M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $135.50)
  • $135.50 Cap: $2.93B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $1,892.00)
  • $1,892.00 P/E (TTM): 11.26X Cap: $23.93B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,265.88)
  • $1,265.88 P/E (TTM): 41.44X Cap: $71.33B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $505.60)
  • $505.60 P/E (TTM): 71.04X Cap: $21.71B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $492.42)
  • $492.42 P/E (TTM): 16.75X Cap: $1.06T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $26.88)
  • $26.88 P/E (TTM): 14.61X Cap: $238M
  • View RICK Profile
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Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!

Upvote 2

Read Answer Asked by Keith on May 13, 2023