kapilm

Amazing track record. https://www.bloomberg.com/opinion/articles/2018-11-05/roper-ceo-brian-jellison-s-death-is-big-loss-for-industrial-world?srnd=opinion http://www.legacy.com/obituaries/heraldtribune/obituary.aspx?n=brian-jellison&pid=190642046

How about becoming a financial advisor / planner? The prior HC experience would be helpful in connecting with doctors / other med professionals. Valuations are high in this market at the moment but should be able to find smaller advisory businesses in 1.5-3.0x EV/sales range.

Not sure if this got posted yet but definitely a good read - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2900447

I use bamsec.com > ctrl > scroll mouse wheel. Works well.

Triumph Group (TGI) - new CEO, undervalued in SOTP, beneficiary of the pickup in A&D, focus on cost cutting through consolidation of facilities and product lines - a value play.

A 3-D printing related business geared towards possibly highered market...Printers are becoming cheaper/smaller like Cube from 3D Systems.

Great advice to young analysts who are just starting out in the profession... http://researchpuzzle.com/files/view/young-analyst-series.pdf

I was in this class so wanted to share the article. To access it for free, type "Graham and Dodd head Downtown" into the search box at news.google.com.

I bought some at $20. Its a solid company with good track record.

It uses LIFO instead of FIFO so the inventory is substantially undervalued (credit - Saj Karsan). However, it was rapped by its auditors on weak financial controls. Anyone else looking at this one ?

Myth465: What brokerage do you use for buying LRE ?

I picked up the pink sheets. I don't think there is difference between the TSX or PK listings.

How is their combined ratio so low ? Is it sustainable as they get bigger ?

Very informative discussion. Great input, everyone !

Thank you all. I'll check out the books/links.