• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,389.45)
  • $2,389.45 P/E (TTM): 8.68X Cap: $51.59B
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• Markel Group Inc. (MKL $1,928.71)
  • $1,928.71 P/E (TTM): 11.51X Cap: $24.40B
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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 $505.68)
  • $505.68 P/E (TTM): 35.39X Cap: $54.41B
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• Constellation Software Inc. (CSU $4,137.62)
  • $4,137.62 P/E (TTM): 103.72X Cap: $87.68B
  • View CSU Profile
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• TerraVest Industries Inc. (TVK $138.76)
  • $138.76 Cap: $2.99B
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• Markel Group Inc. (MKL $1,928.71)
  • $1,928.71 P/E (TTM): 11.51X Cap: $24.40B
  • View MKL Profile
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• Arch Capital Group Ltd. (ACGL $90.76)
  • $90.76 P/E (TTM): 9.09X Cap: $33.01B
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• Heico Corporation (HEI $316.70)
  • $316.70 P/E (TTM): 74.64X Cap: $44.54B
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• Topicus.com Inc. (TOI $157.72)
  • $157.72 P/E (TTM): 77.66X Cap: $12.93B
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• Lumine Group Inc. (LMN $42.02)
  • $42.02 P/E (TTM): 169.78X Cap: $10.88B
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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 $185.91)
  • $185.91 P/E (TTM): 40.44X Cap: $133.12B
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• Roper Technologies Inc. (ROP $505.68)
  • $505.68 P/E (TTM): 35.39X Cap: $54.41B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $136.42)
  • $136.42 P/E (TTM): 61.04X Cap: $11.72B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.05)
  • $28.05 P/E (TTM): 19.17X Cap: $656M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $138.76)
  • $138.76 Cap: $2.99B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $1,928.71)
  • $1,928.71 P/E (TTM): 11.51X Cap: $24.40B
  • View MKL Profile
  • View Questions on MKL
• Transdigm Group Incorporated (TDG $1,300.00)
  • $1,300.00 P/E (TTM): 42.96X Cap: $73.25B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $522.89)
  • $522.89 P/E (TTM): 75.59X Cap: $22.62B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $497.09)
  • $497.09 P/E (TTM): 16.93X Cap: $1.07T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $30.79)
  • $30.79 P/E (TTM): 33.12X Cap: $245M
  • 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