One of the amazing things about the rise of podcasts is that interviews of investors and business leaders are no longer constrained by the short time slots of the mainstream media. One of the best new investment related, long form interviewers is Bill Brewster of The Business Brew. Bill does an excellent job of engaging with his guests in a way that makes the audience feel like they are listening in on two friends having a deep dive conversation about a subject they are deeply passionate about.

So we were thrilled when Bill reached out to ask our CIO, Sean Stannard-Stockton, to come on his show. In the interview, Sean and Bill discuss:

• Running an investment firm during COVID-19
• The need for companies to lead by example
• The necessity for investors to remain open minded
• How to think about serial acquirers
• The potential perils of low/slow growth investing
• Position sizing; or figuring out how much to buy of each stock rather than just which stocks to buy
• How an error of omission caused Sean to change how he reacts to seemingly irrational market behavior

We hope you enjoy the interview!

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.

Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.