The Canadian Investor
The Best 30 Canadian Compounders Ranked
Aug 26, 2024
Dive into the world of Canadian Compounders that have conquered the market over the past decade. Discover how companies in garbage collection and real estate are making waves. Learn about the innovative strategies of EQ Bank and Fairfax in banking and insurance. Explore Brookfield Corp's complexities and its cash flow marvels. Witness Shopify’s astonishing rise in e-commerce and its potential for future growth. From cyclical strategies to resilient firms, this discussion highlights the dynamic landscape of Canadian investments.
55:20
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Quick takeaways
- Canadian compounders, characterized by strong management and consistent performance, highlight the significance of long-term investing over market fads.
- Utilizing technology like FinChat enhances the research process, enabling investors to make informed decisions about compounder stocks based on data-driven insights.
Deep dives
The Concept of Compounders
A compounder is defined as a high-quality business with excellent management that has shown consistent performance over time, leading to significant returns for shareholders. These businesses have a history of compounding capital, typically outperforming the market over long periods. The discussion emphasizes the importance of owning these compounders as they represent a long-term investment strategy focused on fundamental growth. Examples mentioned highlight that not every popular stock qualifies as a compounder; even a recent surge in value does not indicate long-term performance.
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