• Roper Technologies Inc. (ROP)
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• Constellation Software Inc. (CSU)
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• TerraVest Industries Inc. (TVK)
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• Markel Group Inc. (MKL)
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• Arch Capital Group Ltd. (ACGL)
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• Heico Corporation (HEI)
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• Topicus.com Inc. (TOI)
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• Lumine Group Inc. (LMN)
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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 35

Read Answer Asked by Peter on February 28, 2024

• Danaher Corporation (DHR)
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• Roper Technologies Inc. (ROP)
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• Descartes Systems Group Inc. (The) (DSG)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• TerraVest Industries Inc. (TVK)
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• Markel Group Inc. (MKL)
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• Transdigm Group Incorporated (TDG)
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• Tyler Technologies Inc. (TYL)
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• Berkshire Hathaway Inc. (BRK.B)
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• RCI Hospitality Holdings Inc. (RICK)
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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

• Danaher Corporation (DHR)
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• Roper Technologies Inc. (ROP)
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• Constellation Software Inc. (CSU)
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• Rollins Inc. (ROL)
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• Markel Group Inc. (MKL)
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• Chemed Corp (CHE)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: I thought that I had asked this question before, but I went through 6 web pages of "My Questions" and came up empty.

What would you say is the "most" CSU-like stock in the US? Thanks again!

Upvote 1

Read Answer Asked by Dan on January 09, 2023