Ensemble Capital Fourth Quarter 2020 Portfolio Update Webinar
During our fourth 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, Ferrari (RACE) and homebuilder NVR (NVR).
Below is a replay of the full 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 fourth quarter letter here.
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