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 […]