Sean Stannard-Stockton Interview on The Investors Podcast
Earlier this month, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on The Investor’s Podcast to discuss Ensemble’s long time investment in First Republic Bank. During the interview, Sean discussed a wide range of topics including:
- Why First Republic is not really a bank but a retail franchise that sells customer service to high net worth families.
- How the company stands out from the competition to such a degree that it is clear they are engaged in a fundamentally different business model than the rest of the industry.
- How we value the company and why it is deserving of a significant premium to other banks.
(If you are reading this in an email, click here to listen to the podcast)
For more information about the positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.
For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.
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