Ensemble’s CIO Sean Stannard-Stockton recently appeared on Compounders, a video podcast with host Ben Claremon. In the interview, Sean talked about;

• Why some businesses create and build value, while others do so to a much more limited degree, and why Warren Buffett and other “value investors” pivoted to investing in value creative businesses.
• Why Ensemble centers competitive advantage analysis in our investment process.
• Why offering wealth management services allows us to pursue long term investments.
• Why we blog, appear on podcasts and are active on social media.
• Why understanding how a company creates (or extracts) value from its stakeholders is such an important question for all investors who seek high returns for shareholders.

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