• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,552.22)
  • $2,552.22 P/E (TTM): 8.56X Cap: $54.19B
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• Markel Group Inc. (MKL $2,181.07)
  • $2,181.07 P/E (TTM): 13.54X Cap: $27.32B
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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 $449.67)
  • $449.67 P/E (TTM): 30.65X Cap: $47.89B
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• Constellation Software Inc. (CSU $3,308.81)
  • $3,308.81 P/E (TTM): 77.96X Cap: $71.52B
  • View CSU Profile
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• TerraVest Industries Inc. (TVK $162.98)
  • $162.98 Cap: $3.52B
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• Markel Group Inc. (MKL $2,181.07)
  • $2,181.07 P/E (TTM): 13.54X Cap: $27.32B
  • View MKL Profile
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• Arch Capital Group Ltd. (ACGL $96.74)
  • $96.74 P/E (TTM): 9.01X Cap: $34.88B
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• Heico Corporation (HEI $335.05)
  • $335.05 P/E (TTM): 71.33X Cap: $45.47B
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• Topicus.com Inc. (TOI $125.47)
  • $125.47 P/E (TTM): 1073.26X Cap: $10.70B
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• Lumine Group Inc. (LMN $26.81)
  • $26.81 P/E (TTM): 103.44X Cap: $6.94B
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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 $228.00)
  • $228.00 P/E (TTM): 46.26X Cap: $158.81B
  • View DHR Profile
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• Roper Technologies Inc. (ROP $449.67)
  • $449.67 P/E (TTM): 30.65X Cap: $47.89B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $122.70)
  • $122.70 P/E (TTM): 53.1X Cap: $10.63B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.54)
  • $29.54 P/E (TTM): 16.73X Cap: $692M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $162.98)
  • $162.98 Cap: $3.52B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $2,181.07)
  • $2,181.07 P/E (TTM): 13.54X Cap: $27.32B
  • View MKL Profile
  • View Questions on MKL
• Transdigm Group Incorporated (TDG $1,294.55)
  • $1,294.55 P/E (TTM): 39.8X Cap: $71.90B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $464.74)
  • $464.74 P/E (TTM): 63.77X Cap: $19.41B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $498.82)
  • $498.82 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $23.20)
  • $23.20 P/E (TTM): 12.35X Cap: $205M
  • 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