• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,445.83)
  • $2,445.83 P/E (TTM): 10.21X Cap: $52.84B
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• Markel Group Inc. (MKL $1,999.05)
  • $1,999.05 P/E (TTM): 14.94X Cap: $25.77B
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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 $551.91)
  • $551.91 P/E (TTM): 39.28X Cap: $58.57B
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• Constellation Software Inc. (CSU $4,916.44)
  • $4,916.44 P/E (TTM): 104.1X Cap: $104.49B
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• TerraVest Industries Inc. (TVK $163.77)
  • $163.77 P/E (TTM): 41.43X Cap: $3.23B
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• Markel Group Inc. (MKL $1,999.05)
  • $1,999.05 P/E (TTM): 14.94X Cap: $25.77B
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• Arch Capital Group Ltd. (ACGL $87.55)
  • $87.55 P/E (TTM): 9.06X Cap: $33.10B
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• Heico Corporation (HEI $319.19)
  • $319.19 P/E (TTM): 75.34X Cap: $44.85B
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• Topicus.com Inc. (TOI $192.00)
  • $192.00 P/E (TTM): 101.79X Cap: $25.28B
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• Lumine Group Inc. (LMN $51.94)
  • $51.94 Cap: $13.82B
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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 $188.07)
  • $188.07 P/E (TTM): 36.83X Cap: $136.01B
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• Roper Technologies Inc. (ROP $551.91)
  • $551.91 P/E (TTM): 39.28X Cap: $58.57B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $142.56)
  • $142.56 P/E (TTM): 63.41X Cap: $12.36B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $32.25)
  • $32.25 P/E (TTM): 20.54X Cap: $750M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $163.77)
  • $163.77 P/E (TTM): 41.43X Cap: $3.23B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $1,999.05)
  • $1,999.05 P/E (TTM): 14.94X Cap: $25.77B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,583.67)
  • $1,583.67 P/E (TTM): 53.89X Cap: $89.71B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $560.03)
  • $560.03 P/E (TTM): 85.12X Cap: $24.09B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $474.41)
  • $474.41 P/E (TTM): 12.63X Cap: $1.02T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $37.81)
  • $37.81 P/E (TTM): 43.99X Cap: $333M
  • 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