Last week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC with his take on Netflix’s latest earnings report. During the interview, Sean also explained why we think Disney’s upcoming streaming service won’t be a significant competitor to Netflix despite likely being a big success for Disney.

 

Netflix had a ‘perfectly good’ quarter, investor says from CNBC.

As of the date of this blog post, clients invested in Ensemble Capital Management’s core equity strategy own shares Netflix (NFLX). This company represents 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.

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