Bog Posted July 7, 2016 Share Posted July 7, 2016 Hello Folks, I was curious to see what some of your favourite companies are, that would be considered compounders. I'm also looking at ideas that people would hold for long periods of time. I have a Canada bias and am looking to see what others like in the USA and the rest of the globe. My list is pretty small. Brookfield Infrastructure Partners Alimentation Couche-Tard Canadian National Railway I have owned Fairfax since 2010, but am still undecided if this is a long term hold for me. Thank you, and I look forward to hearing everyone ideas. Link to comment Share on other sites More sharing options...
ourkid8 Posted July 7, 2016 Share Posted July 7, 2016 Philip Morris International, Inc. and I fully agree with you on CNR. Link to comment Share on other sites More sharing options...
Underperform Posted July 7, 2016 Share Posted July 7, 2016 Constellation Software comes to mind. Link to comment Share on other sites More sharing options...
gjangal Posted July 7, 2016 Share Posted July 7, 2016 EPAM. it's an outsourcing story run by a founder/owner operator Link to comment Share on other sites More sharing options...
Spekulatius Posted July 9, 2016 Share Posted July 9, 2016 MY favorite compounder is Nestle (NSRGY). I have owned it for 15 years (with some buys and sales over time) and never broke a sweat about owning this company. Over time, this stock has done ver well for me. FWIW! My last buy was in February 2009. Link to comment Share on other sites More sharing options...
Spekulatius Posted February 15 Share Posted February 15 (edited) $FI - 37 years of double digit earnings growth. Who would have thought (I have a decent sized position ) Edited February 15 by Spekulatius Link to comment Share on other sites More sharing options...
Red Lion Posted February 16 Share Posted February 16 APO Link to comment Share on other sites More sharing options...
Paarslaars Posted February 16 Share Posted February 16 Yeah it's really going on a tear... you called it. Link to comment Share on other sites More sharing options...
valueventures Posted February 17 Share Posted February 17 On 2/15/2024 at 11:11 PM, RedLion said: APO Great call. I'm in KKR and it's been a nice ride this year too. Agree with your recommendation to supplement APO and KKR for high and low rate environments, respectively. Will look to get into APO at some point when we get a correction. Link to comment Share on other sites More sharing options...
Xerxes Posted February 19 Share Posted February 19 These Ten: Link to comment Share on other sites More sharing options...
ArminvanBuyout Posted February 19 Share Posted February 19 On 7/7/2016 at 4:25 PM, gjangal said: EPAM. it's an outsourcing story run by a founder/owner operator What happened to it since 2021? Seems like share price has completely collapsed and is barely above pre-COVID levels Link to comment Share on other sites More sharing options...
gfp Posted February 19 Share Posted February 19 12 minutes ago, ArminvanBuyout said: What happened to it since 2021? Seems like share price has completely collapsed and is barely above pre-COVID levels Russia invaded Ukraine? Link to comment Share on other sites More sharing options...
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