ENSEMBLE CAPITAL FOURTH QUARTER 2022 WEBINAR REPLAY
During our fourth quarter 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 commented on fourth quarter performance and discussed two of our holdings, Masimo (MASI) and Paychex (PAYX) 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.
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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