buy
Mentioned 3/11/2026
Current ROI
+13.51%
Creator Profile
The Acquirers Podcast
YouTube | Stock
16,200 followers
Visit creator profileTracked since February 25, 2026
Return Since February 25, 2026
Creator Strategy+4.21%
Market Index (SPY)+9.58%
Recent Posts
Latest published research
March 11, 2026
Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
The founder of Atlantic discusses his investment strategy, focusing on concentrated positions in mid-sized public companies with a margin of safety. He avoids high-tech, biotech, and financial companies due to risks of obsolescence and lack of transparency, preferring businesses with potential for corporate action, activism, or takeovers.
4 tracked mentions1 linked signals
February 25, 2026
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
The creator discusses his investment philosophy, focusing on buying quality, dominant companies at a discount. He uses Booking.com as an example of a successful investment made during the pandemic, highlighting its strong market position and the opportunity presented by market overreaction.
3 tracked mentions2 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
buy
Mentioned 2/25/2026
Current ROI
+0.64%sell
Mentioned 2/25/2026
Current ROI
-1.52%Tracked Portfolio Performance Since February 25, 2026
Total Tickers
3
Success Rate
Locked
Average Return
Locked
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