This past weekend, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on The Investor’s Podcast to discuss our long time portfolio holding Mastercard. During the interview Sean explained:

• Why the company has seen such dramatic growth in revenue and earnings and why we think it will continue.
• The economic model of the company that allows it to return so much capital to shareholders even as it grows.
• Why we think the Chinese payment giants will make limited headway in developed markets even as they will be formidable competitors in emerging markets.
• And more!

Click here to listen to the podcast if you are reading this in an email.

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.

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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