LendingTree is the secret success story of fintech

Through acquisitions and a focus on cash flow, LendingTree has avoided the pitfalls plaguing the industry today For all of […]

George Soros says Facebook and Google’s ‘days are numbered’

Julia La Roche Business magnate George Soros in London, Britain, June 20, 2016. REUTERS/Luke MacGregor Billionaire hedge fund manager George […]

Analyst Ratings and the Institutional Imperative

Buffett talks a lot about the concept he calls the “institutional imperative”. In his 1989 shareholder letter, when he was […]

These are the 10 safest low-cost airlines in the world for 2017

The low-cost airline business model has only been around for a couple of decades, but it has developed a major […]

How I Approach Valuation (For Now)

Valuation is generally the first and last thing I look at when researching a new business (Very) early on in […]

MOATS: PROTECTION FROM BARBARIANS AT THE GATES

Earlier this week WE DISCUSSED the quality first approach we use in our investment process at Ensemble Capital. In that […]

Smaller is better

Separated by age and different work experiences, Jeffrey Tarrant and Theodore “Ted” SeidesJeffrey Tarrant discovered two commonalities when they co-founded […]