Sean Stannard-Stockton Discusses Netflix’s Quarter on CNBC
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.
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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