Sean Stannard-Stockton Interview on The Investors Podcast

26 November 2019 | by Ensemble Capital

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)

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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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