• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,210.63)
  • $2,210.63 P/E (TTM): 7.72X Cap: $47.14B
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• Markel Group Inc. (MKL $2,037.32)
  • $2,037.32 P/E (TTM): 12.56X Cap: $25.69B
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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 $447.05)
  • $447.05 P/E (TTM): 30.61X Cap: $48.11B
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• Constellation Software Inc. (CSU $3,385.76)
  • $3,385.76 P/E (TTM): 82.71X Cap: $71.74B
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• TerraVest Industries Inc. (TVK $122.37)
  • $122.37 Cap: $2.65B
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• Markel Group Inc. (MKL $2,037.32)
  • $2,037.32 P/E (TTM): 12.56X Cap: $25.69B
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• Arch Capital Group Ltd. (ACGL $89.57)
  • $89.57 P/E (TTM): 9.07X Cap: $33.42B
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• Heico Corporation (HEI $323.02)
  • $323.02 P/E (TTM): 69.34X Cap: $44.96B
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• Topicus.com Inc. (TOI $128.76)
  • $128.76 P/E (TTM): 60.29X Cap: $10.76B
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• Lumine Group Inc. (LMN $29.11)
  • $29.11 P/E (TTM): 106.16X Cap: $7.47B
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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 $209.94)
  • $209.94 P/E (TTM): 43.35X Cap: $150.32B
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• Roper Technologies Inc. (ROP $447.05)
  • $447.05 P/E (TTM): 30.61X Cap: $48.11B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $118.37)
  • $118.37 P/E (TTM): 50.01X Cap: $10.17B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.00)
  • $29.00 P/E (TTM): 19.85X Cap: $682M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $122.37)
  • $122.37 Cap: $2.65B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $2,037.32)
  • $2,037.32 P/E (TTM): 12.56X Cap: $25.69B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,284.76)
  • $1,284.76 P/E (TTM): 42.18X Cap: $72.39B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $463.43)
  • $463.43 P/E (TTM): 64.76X Cap: $19.82B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $499.06)
  • $499.06 P/E (TTM): 16.9X Cap: $1.07T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $23.72)
  • $23.72 P/E (TTM): 12.75X Cap: $207M
  • 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