Today at 1:30 Pacific (4:30 Eastern), we’re holding a conference call to share our thoughts on how we’re valuing stocks under unprecedented conditions, the impact the crisis is having on many of our holdings, and why past recessions are not helpful guides.

You can register for the call by clicking here.

In the meantime, we invite you to read four of our recent posts on the subject.

• How we are processing the flood of information to determine if we need to update our forecasts.
• How we are thinking about various potential outcomes.
• How we’re evaluating our holdings to make sure they can survive near-term challenges and thrive in the long-term.
• How Coronavirus is an unprecedented economic catastrophe and how we are thinking about its impacts.

We look forward to seeing you on the call this afternoon.

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.

While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

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