• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,406.33)
  • $2,406.33 P/E (TTM): 8.04X Cap: $51.49B
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• Markel Group Inc. (MKL $2,080.44)
  • $2,080.44 P/E (TTM): 13.01X Cap: $26.25B
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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 $446.22)
  • $446.22 P/E (TTM): 30.72X Cap: $48.02B
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• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.66X Cap: $72.51B
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• TerraVest Industries Inc. (TVK $126.88)
  • $126.88 Cap: $2.75B
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• Markel Group Inc. (MKL $2,080.44)
  • $2,080.44 P/E (TTM): 13.01X Cap: $26.25B
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• Arch Capital Group Ltd. (ACGL $93.92)
  • $93.92 P/E (TTM): 8.84X Cap: $34.05B
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• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 68.83X Cap: $44.11B
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• Topicus.com Inc. (TOI $131.57)
  • $131.57 P/E (TTM): 1075.35X Cap: $10.67B
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• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 110.74X Cap: $8.03B
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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 $226.78)
  • $226.78 P/E (TTM): 47.01X Cap: $163.58B
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• Roper Technologies Inc. (ROP $446.22)
  • $446.22 P/E (TTM): 30.72X Cap: $48.02B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $114.78)
  • $114.78 P/E (TTM): 48.79X Cap: $9.86B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.10)
  • $28.10 P/E (TTM): 15.98X Cap: $661M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $126.88)
  • $126.88 Cap: $2.75B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $2,080.44)
  • $2,080.44 P/E (TTM): 13.01X Cap: $26.25B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.31B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $469.62)
  • $469.62 P/E (TTM): 64.9X Cap: $20.04B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $513.81)
  • $513.81 P/E (TTM): 17.52X Cap: $1.10T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $24.36)
  • $24.36 P/E (TTM): 13.17X Cap: $214M
  • 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