• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,377.57)
  • $2,377.57 P/E (TTM): 8.3X Cap: $50.85B
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• Markel Group Inc. (MKL $1,964.41)
  • $1,964.41 P/E (TTM): 14.18X Cap: $24.83B
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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 $522.70)
  • $522.70 P/E (TTM): 36.48X Cap: $56.23B
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• Constellation Software Inc. (CSU $4,529.42)
  • $4,529.42 P/E (TTM): 97.21X Cap: $95.52B
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• TerraVest Industries Inc. (TVK $145.98)
  • $145.98 P/E (TTM): 41.35X Cap: $2.92B
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• Markel Group Inc. (MKL $1,964.41)
  • $1,964.41 P/E (TTM): 14.18X Cap: $24.83B
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• Arch Capital Group Ltd. (ACGL $90.57)
  • $90.57 P/E (TTM): 9.0X Cap: $33.57B
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• Heico Corporation (HEI $312.59)
  • $312.59 P/E (TTM): 73.68X Cap: $43.52B
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• Topicus.com Inc. (TOI $163.87)
  • $163.87 P/E (TTM): 83.99X Cap: $21.71B
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• Lumine Group Inc. (LMN $48.01)
  • $48.01 Cap: $12.44B
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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 $209.63)
  • $209.63 P/E (TTM): 43.68X Cap: $149.75B
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• Roper Technologies Inc. (ROP $522.70)
  • $522.70 P/E (TTM): 36.48X Cap: $56.23B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $136.20)
  • $136.20 P/E (TTM): 59.91X Cap: $11.73B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $26.23)
  • $26.23 P/E (TTM): 16.53X Cap: $621M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $145.98)
  • $145.98 P/E (TTM): 41.35X Cap: $2.92B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $1,964.41)
  • $1,964.41 P/E (TTM): 14.18X Cap: $24.83B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,416.35)
  • $1,416.35 P/E (TTM): 47.59X Cap: $80.34B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $575.35)
  • $575.35 P/E (TTM): 80.68X Cap: $25.10B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $476.15)
  • $476.15 P/E (TTM): 16.12X Cap: $1.02T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $37.33)
  • $37.33 P/E (TTM): 43.21X Cap: $313M
  • 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