ARCHIVES: First Quarter 2016

With the S&P 500’s year to date return turning positive with last week’s rally, it is important for investors not […] READ ARTICLE

Earlier this week we discussed the quality first approach we use in our investment process at Ensemble Capital. In that […] READ ARTICLE

In our post explaining the concept of intrinsic investing we said that we rarely describe our approach as “value investing” […] READ ARTICLE

“We fundamentally believe that the cash we generate is our stockholders’ cash. We are committed to investing this capital to […] READ ARTICLE

One of the concerns that clients express about investing in the stock market is their worry that it represents a […] READ ARTICLE

“Grit is passionate perseverance of long-term goals, even in the face of frustration and failure.” – Philip Tetlock Philip Tetlock’s […] READ ARTICLE

China has been in the headlines a lot lately, especially as it relates to their economy slowing, spurring global markets […] READ ARTICLE

Our friend over at the Punch Card Investing blog has a great post up discussing what Bill Ackman has called […] READ ARTICLE

“I wouldn’t give a fig for the simplicity on this side of complexity, but would give my life for the […] READ ARTICLE

“We have to have a business with some intrinsic characteristics that give it a durable competitive advantage… It’s far better […] READ ARTICLE