Ensemble Capital Third Quarter 2020 Portfolio Update Webinar
During our third quarter 2020 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Intuitive Surgical, Inc (ISRG) and Chipotle Mexican Grill, Inc. (CMG).
Below is a replay of the webinar as well as a link to Ensemble Capital’s quarterly letter.
While our quarterly webinar is an unscripted, more casual discussion, we also produce a quarterly letter that covers the same topics but in written form and with somewhat more detail. You can find a copy of our third quarter letter here.
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