Sean Stannard-Stockton’s Business Brew Interview

8 January 2021 | by Ensemble Capital

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!

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