ENSEMBLE CAPITAL FIRST QUARTER 2021 PORTFOLIO UPDATE WEBINAR
During our first quarter 2021 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, Fastenal (FAST) and Home Depot (HD).
Below is a replay of the full webinar as well as a link to Ensemble Capital’s quarterly letter.
(CLICK HERE to watch the video if you are viewing this in an email)
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 fist quarter letter 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.
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