Todd Wenning on Investing Matters Podcast
Investing Matters is a podcast hosted by investor Peter Higgins, published in association with London South East, a leading stock information website in the U.K.
Ensemble Capital senior investment analyst, Todd Wenning, sat down with Peter in September to discuss, among other topics:
- Ensemble’s investing philosophy, including a walk-through of our Venn diagram.
- Different types of moats that we look for at Ensemble.
- How the annual Berkshire Hathaway meeting in Omaha is a reminder of the importance of integrity and long-term thinking.
- Why we prefer to look at how a company treats its stakeholders rather than take a formal ESG approach.
You can listen to the interview using the link below, or wherever you get your podcasts. A video version is also available on YouTube.
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