Each year, Ensemble Capital hosts client day events in San Diego, LA, Seattle, and the San Francisco Bay Area. At these events, we share a presentation that explores some interesting facet of investing, financial markets, or the economy. In late September, we hosted these events for 2023.

While these are private events for our clients, we are happy to share the core presentation with the wider readership of our Intrinsic Investing blog. This year’s presentation focused on the emergence of “filter bubbles” that pollute investors’ ability to make accurate judgements, explored the surprising ways that the human mind processes information, and described our approach to overcoming these challenges.

This presentation was designed for a broad audience and so while it addresses complex economic and financial market concepts, it does so without jargon and uses a common sense framework that does not rely on the viewer having any prior detailed understanding of the topic.

 

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