• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,613.74)
  • $2,613.74 P/E (TTM): 8.75X Cap: $55.74B
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• Markel Group Inc. (MKL $2,132.84)
  • $2,132.84 P/E (TTM): 13.33X Cap: $26.89B
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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 $434.81)
  • $434.81 P/E (TTM): 29.95X Cap: $46.80B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.32X Cap: $70.45B
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.63B
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• Markel Group Inc. (MKL $2,132.84)
  • $2,132.84 P/E (TTM): 13.33X Cap: $26.89B
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• Arch Capital Group Ltd. (ACGL $95.18)
  • $95.18 P/E (TTM): 8.91X Cap: $34.51B
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• Heico Corporation (HEI $353.56)
  • $353.56 P/E (TTM): 77.2X Cap: $49.27B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1043.32X Cap: $10.39B
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 99.3X Cap: $6.71B
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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 $238.37)
  • $238.37 P/E (TTM): 49.05X Cap: $168.37B
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• Roper Technologies Inc. (ROP $434.81)
  • $434.81 P/E (TTM): 29.95X Cap: $46.80B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 51.99X Cap: $10.47B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.61X Cap: $853M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.63B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $2,132.84)
  • $2,132.84 P/E (TTM): 13.33X Cap: $26.89B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,392.09)
  • $1,392.09 P/E (TTM): 43.39X Cap: $78.40B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $448.37)
  • $448.37 P/E (TTM): 62.45X Cap: $19.28B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $499.10)
  • $499.10 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $25.72)
  • $25.72 P/E (TTM): 13.75X Cap: $217M
  • 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