• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,337.10)
  • $2,337.10 P/E (TTM): 7.67X Cap: $49.38B
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• Markel Group Inc. (MKL $2,102.15)
  • $2,102.15 P/E (TTM): 12.84X Cap: $26.41B
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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 $362.42)
  • $362.42 P/E (TTM): 24.77X Cap: $39B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
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• Markel Group Inc. (MKL $2,102.15)
  • $2,102.15 P/E (TTM): 12.84X Cap: $26.41B
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• Arch Capital Group Ltd. (ACGL $100.95)
  • $100.95 P/E (TTM): 9.38X Cap: $36.97B
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• Heico Corporation (HEI $326.67)
  • $326.67 P/E (TTM): 66.09X Cap: $44.91B
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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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 $216.61)
  • $216.61 P/E (TTM): 45.17X Cap: $152.39B
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• Roper Technologies Inc. (ROP $362.42)
  • $362.42 P/E (TTM): 24.77X Cap: $39B
  • View ROP Profile
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• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 38.9X Cap: $7.84B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $35.69)
  • $35.69 P/E (TTM): 20.26X Cap: $840M
  • View GDI Profile
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• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
  • View TVK Profile
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  • View Reports on TVK
• Markel Group Inc. (MKL $2,102.15)
  • $2,102.15 P/E (TTM): 12.84X Cap: $26.41B
  • View MKL Profile
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• Transdigm Group Incorporated (TDG $1,285.53)
  • $1,285.53 P/E (TTM): 39.43X Cap: $71.34B
  • View TDG Profile
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• Tyler Technologies Inc. (TYL $348.35)
  • $348.35 P/E (TTM): 47.81X Cap: $14.76B
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• Berkshire Hathaway Inc. (BRK.B $508.09)
  • $508.09 P/E (TTM): 16.11X Cap: $1.08T
  • View BRK.B Profile
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• RCI Hospitality Holdings Inc. (RICK $24.30)
  • $24.30 P/E (TTM): 13.13X Cap: $205M
  • 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