ENSEMBLE CAPITAL THIRD QUARTER 2021 PORTFOLIO UPDATE WEBINAR
During our third quarter 2021 portfolio update webinar, 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. They also discussed two of our holdings, Booking (BKNG) and Landstar (LSTR) at depth, and answered live Q&A at the end of the meeting.
Below is a replay of the full webinar as well as a link to Ensemble Capital’s quarterly letter.
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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 more detail. You can find a copy of our third quarter letter HERE.
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