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)
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