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Ensemble Capital senior investment analyst Todd Wenning recently presented our current thesis on homebuilder NVR at the MOI Wide Moat […] READ ARTICLE

During our second quarter 2023 investment update, Ensemble Capital senior investment analyst Todd Wenning discussed strategy performance and how the […] READ ARTICLE

Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE

The graduating college class of 2003, of which I was a member, carries the (fortunate) distinction that it was the […] READ ARTICLE

Executive summary:  Companies that experienced a growth boom in the past decade are now transitioning to a new phase of […] READ ARTICLE