ALK - The Acquirer's Portfolio - A Year In Review
Background:
Over the past year I have been writing about and tracking a portfolio I created using Tobias Carlisle’s acquirer’s multiple investing strategies. This post is the third installment of the series in which I aim to keep updated every 6 months. If you would like to review my portfolio construction decisions or gain a better understanding of the methodology and purpose for tracking this approach, please read my previous articles listed below or visit Tobias’ website here.
The Acquirer’s Portfolio — Large Cap
The Acquirer’s Portfolio — Large Cap Q2 Update
As a