Sean Stannard-Stockton’s Sensata Technologies Presentation

28 January 2019 | by Sean Stannard-Stockton, CFA

Earlier this month I had the pleasure of doing a presentation on our investment thesis for Sensata Technologies at MOI Global’s Best Ideas 2019 conference. The full presentation is below. You can also learn more about Sensata from our blog post on the company as well as the profile Barron’s did on our investment in the company in October.

As of the date of the post, clients invested in Ensemble Capital Management’s core equity strategy own shares of Sensata Technologies (ST). This company represent only a percentage of the full strategy. As a result of client-specific circumstances, individual clients may hold positions that are not part of Ensemble Capital’s core equity strategy. Ensemble is a fully discretionary advisor and may exit a portfolio position at any time without notice, in its own discretion.

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

Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.