Bog Posted July 7, 2016 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.
ourkid8 Posted July 7, 2016 Posted July 7, 2016 Philip Morris International, Inc. and I fully agree with you on CNR.
gjangal Posted July 7, 2016 Posted July 7, 2016 EPAM. it's an outsourcing story run by a founder/owner operator
Spekulatius Posted July 9, 2016 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.
Spekulatius Posted February 15 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
valueventures Posted February 17 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.
ArminvanBuyout Posted February 19 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
gfp Posted February 19 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?
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