• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,397.03)
  • $2,397.03 P/E (TTM): 8.39X Cap: $51.05B
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• Markel Group Inc. (MKL $1,943.70)
  • $1,943.70 P/E (TTM): 14.41X Cap: $24.64B
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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 $521.39)
  • $521.39 P/E (TTM): 36.96X Cap: $55.85B
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• Constellation Software Inc. (CSU $4,589.57)
  • $4,589.57 P/E (TTM): 112.86X Cap: $96.81B
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• TerraVest Industries Inc. (TVK $143.53)
  • $143.53 Cap: $3.09B
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• Markel Group Inc. (MKL $1,943.70)
  • $1,943.70 P/E (TTM): 14.41X Cap: $24.64B
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• Arch Capital Group Ltd. (ACGL $92.63)
  • $92.63 P/E (TTM): 9.39X Cap: $34.08B
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• Heico Corporation (HEI $316.44)
  • $316.44 P/E (TTM): 72.73X Cap: $43.97B
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• Topicus.com Inc. (TOI $174.08)
  • $174.08 P/E (TTM): 82.64X Cap: $14.71B
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• Lumine Group Inc. (LMN $48.00)
  • $48.00 P/E (TTM): 184.86X Cap: $12.34B
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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 $200.38)
  • $200.38 P/E (TTM): 43.7X Cap: $145.92B
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• Roper Technologies Inc. (ROP $521.39)
  • $521.39 P/E (TTM): 36.96X Cap: $55.85B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $136.96)
  • $136.96 P/E (TTM): 60.03X Cap: $11.64B
  • View DSG Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.50)
  • $27.50 P/E (TTM): 18.5X Cap: $636M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $143.53)
  • $143.53 Cap: $3.09B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $1,943.70)
  • $1,943.70 P/E (TTM): 14.41X Cap: $24.64B
  • View MKL Profile
  • View Questions on MKL
• Transdigm Group Incorporated (TDG $1,279.34)
  • $1,279.34 P/E (TTM): 47.2X Cap: $73.53B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $551.80)
  • $551.80 P/E (TTM): 80.53X Cap: $24.26B
  • View TYL Profile
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• Berkshire Hathaway Inc. (BRK.B $500.23)
  • $500.23 P/E (TTM): 17.24X Cap: $1.08T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $35.89)
  • $35.89 P/E (TTM): 43.78X Cap: $325M
  • 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