The Acquirer's Multiple

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Finance

Bill Ackman: PSH Is Not A Conglomerate Like Berkshire

In his latest 2020 Pershing Square Holdings Annual Report, Bill Ackman stresses LON:PSH is not a conglomerate like Berkshire Hathaway. Here’s an excerpt from the letter: Q4 2020 hedge fund letters, conferences and more PSH Is Not A Conglomerate Like Berkshire In this year’s Berkshire Hathaway annual letter, Warren Buffett writes about the “terrible reputation” […]
Finance

Tyler Technologies vs Daily Journal Corporation

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tyler Technologies, Inc. (NYSE:TYL) vs Daily Journal Corporation (NASDAQ:DJCO). Here’s an excerpt from the podcast: Q4 2020 hedge fund letters, conferences and more NYSE:TYL vs NASDAQ:DJCO Bill: No, it’s Tyler. They do a lot of the payment stuff for governments. […]