ENSEMBLE CAPITAL FOURTH QUARTER 2021 PORTFOLIO UPDATE WEBINAR
During our fourth 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 explained our approach to “emerging moat” positions and discussed two of our holdings, Blackline (BL) and Costco (COST) at length. The webinar concluded with a live Q&A session with the team.
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.
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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