Ensemble Capital Third Quarter Client Conference Call

6 October 2016 | by Sean Stannard-Stockton, CFA

Yesterday we hosted our third quarter client conference call where we talked about our views on recent market action, the upcoming election, and our portfolio holdings First Republic and Netflix. You can read a transcript of the call here or listen to the audio recording in the News & Resources section of the Ensemble Capital website.

Ensemble Capital’s clients own shares of First Republic (FRC) and Netflix (NFLX).

While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

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