Episodit
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During our second quarter 2024 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions, few short updates on Analog Digital Devices (ADI), Illumina (ILMN) and Chipotle (CMG) as well as an introduction of Veeva Systems (VEEV). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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During our first quarter 2024 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions as well as Ferrari (RACE) & IDEX Corp (IEX). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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During our fourth quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions as well as Netflix (NFLX). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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During our third quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analyst Arif Karim discuss current market and economic conditions as well as two of our holdings; Analog Devices, Inc. (ADI) and Mastercard, Inc. (MA). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings
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During our second quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Alphabet Inc. and ServiceNow, the current market and economic situation, as well as our framework when looking at the housing shortage of the country. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings
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While the economy has become intangible-asset driven, the potential low cost advantages of tangible assets shouldn’t be overlooked. Our ideal company has both intangible and tangible asset advantages.
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In this episode, Ensemble’s president announces that the company has obtained B Corporation certification and explains the connection between B Corporations and Ensemble’s approach to stakeholder value analysis.
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Many companies that experienced high growth in recent years are entering the difficult transition period from visionary- to optimizer-led growth. How each company handles that challenge will drive much of their performance in the next decade and beyond.
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We examine the economic and market history of the 1970s and put it into the context of what to expect from a longer-term perspective.
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In part II of our discussion of the math that supports superior investment returns, and how growth and value investors solve for superior returns differently, we look at Warren Buffett’s investment in Coke to illustrate why long term superior returns must come from elevated growth rates.
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Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why many of our holdings were up this quarter.
Please read important disclosure at www.ensemblecapital.com/holdings.
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Bad outcomes are a natural part of investing. Todd Wenning discusses why it does no good to dwell on regrets about decisions where a good process led to a bad outcome. Please read important disclosures at www.ensemblecapital.com/holdings.
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Value and Growth are not opposite approaches to investing. In this episode we explore why Warren Buffett says that a stock with a low valuation multiple may not be a good value, and how Ensemble Capital thinks about evaluating high growth and low growth businesses with an eye towards generating high rates of return.
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In this episode, Todd Wenning discusses how companies with economic moats and relevant products can extend their competitive lifecycles for decades or more. Please read important disclosures at www.ensemblecapital.com/holdings.
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In this episode, Sean Stannard-Stockton discusses why equity investors earn premium returns over bond investors in exchange for managing anxiety, and how equity investors should think about how to manage this challenge.
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During our fourth quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Masimo and Paychex, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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Quality investors often cite integrity as a characteristic they look for in management teams, but they rarely define what they mean. We aim to do that here by focusing on three ways we measure management integrity. Please read important disclosures at www.ensemblecapital.com/holdings.
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Not every brand is a defensible competitive advantages. Some brands, however, have nestled themselves in your mind and memories and are much harder to disrupt. Please read important disclosures at www.ensemblecapital.com/holdings.
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During our third quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings NVR and Schwab, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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The Nifty Fifty stocks from the 1970s were not the bubble they are thought of as today. We explore the lessons to be learned for investors today. Please read important disclosures at www.ensemblecapital.com/holdings.
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