Posts by Ensemble Capital
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Sean Stannard-Stockton on Talking Billions Podcast
26 September 2023Last month, Ensemble’s CIO sat down for a longform interview on the Talking Billions podcast. Host Bogumil Baranowski used the […] READ ARTICLE
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Investing in Businesses that Create and Build Value
22 August 2023Ensemble’s CIO Sean Stannard-Stockton recently appeared on Compounders, a video podcast with host Ben Claremon. In the interview, Sean talked […] READ ARTICLE
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ServiceNow: Platform of platforms
1 August 2023During our second quarter portfolio update, we profiled portfolio holding, ServiceNow, Inc. (NOW). Below is a replay of our live […] READ ARTICLE
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Google: Impact of Artificial Intelligence
25 July 2023During our second quarter portfolio update, we profiled portfolio holding, Alphabet, Inc. (GOOGL). Below is a replay of our live […] READ ARTICLE
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TODD WENNING PRESENTATION AT 2023 MOI WIDE-MOAT INVESTING SUMMIT
21 July 2023Ensemble Capital senior investment analyst Todd Wenning recently presented our current thesis on homebuilder NVR at the MOI Wide Moat […] READ ARTICLE
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ENSEMBLE CAPITAL SECOND QUARTER 2023 WEBINAR REPLAY
19 July 2023During our second quarter 2023 investment update, Ensemble Capital senior investment analyst Todd Wenning discussed strategy performance and how the […] READ ARTICLE
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Ensemble Capital Talks with CNBC about Illumina & Nintendo
17 July 2023Late last week, Ensemble’s CIO Sean Stannard-Stockton appeared on CNBC to talk about our investment outlook and some of our […] READ ARTICLE
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ENSEMBLE CAPITAL’S SECOND QUARTER 2023 INVESTMENT AND MARKET UPDATE
7 July 2023Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE
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Ensemble Capital Joins CNBC to Chat About Netflix
12 June 2023Late last week, Ensemble’s CIO Sean Stannard-Stockton joined CNBC for an update on the state of Netflix. During the interview, […] READ ARTICLE
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Ensemble Pitches Payroll Processing and Homebuilders on CNBC
21 April 2023Yesterday, Ensemble CIO Sean Stannard-Stockton appeared on CNBC to discuss recession risk, our market outlook, thoughts about Fed policy and […] READ ARTICLE
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ENSEMBLE CAPITAL FIRST QUARTER 2023 WEBINAR REPLAY
19 April 2023During our first quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton addressed our long-time holding in First […] READ ARTICLE
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ENSEMBLE CAPITAL’S FIRST QUARTER 2023 INVESTMENT AND MARKET UPDATE
5 April 2023Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE
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Paychex: Mission Critical Services and Technology
30 January 2023During our fourth quarter portfolio update, we profiled portfolio holding, Paychex (PAYX). Below is a replay of our live commentary […] READ ARTICLE
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Masimo: Bringing the Hospital Home
23 January 2023During our fourth quarter portfolio update, we profiled portfolio holding, Masimo (MASI). Below is a replay of our live commentary […] READ ARTICLE
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ENSEMBLE CAPITAL INVESTOR LETTER – FOURTH QUARTER 2022
17 January 2023Below is the Q4 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information on […] READ ARTICLE
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ENSEMBLE CAPITAL FOURTH QUARTER 2022 WEBINAR REPLAY
16 January 2023During our fourth quarter portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif Karim […] READ ARTICLE
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Sean Stannard-Stockton Talks Google & Booking Holdings on CNBC
6 January 2023Yesterday, Ensemble CIO Sean Stannard-Stockton appeared on CNBC to discuss our market outlook, thoughts about Fed policy and some of […] READ ARTICLE
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ENSEMBLE CAPITAL’S FOURTH QUARTER 2022 INVESTMENT AND MARKET UPDATE
4 January 2023Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE
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SEAN STANNARD-STOCKTON ON CNBC TALKS NVR & FIRST REPUBLIC
30 November 2022Yesterday, Ensemble CIO Sean Stannard-Stockton appeared on CNBC to discuss our market outlook, thoughts about Fed policy and some of […] READ ARTICLE
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Sean Stannard-Stockton on CNBC Talks Mastercard & Ferrari
3 November 2022Earlier this week, Ensemble’s CIO Sean Stannard-Stockton appeared on CNBC to talk about our market outlook, how investors should think […] READ ARTICLE
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Sean Stannard-Stockton Profiles Home Depot on the Business Breakdowns Podcast
2 November 2022The Business Breakdowns podcast offers deep dive interviews that profile a single company. The podcast is one of the best […] READ ARTICLE
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Schwab: Benefitting from Higher Interest Rates
31 October 2022During our third quarter portfolio update, we profiled portfolio holding, Schwab (SCHW). Below is a replay of our live commentary […] READ ARTICLE
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Ensemble Capital 2022 Client Day Presentation
28 October 2022In the years prior to COVID, Ensemble Capital hosted annual client day events in LA, Seattle, and the San Francisco […] READ ARTICLE
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Todd Wenning on Investing Matters Podcast
26 October 2022Investing Matters is a podcast hosted by investor Peter Higgins, published in association with London South East, a leading stock […] READ ARTICLE
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NVR: Primed to Capitalize on Weak Housing Market
25 October 2022During our third quarter portfolio update, we profiled portfolio holding, NVR (NVR). Below is a replay of our live commentary […] READ ARTICLE
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Ensemble Capital Investor Letter – Third Quarter 2022
17 October 2022Below is the Q3 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information […] READ ARTICLE
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Ensemble Capital Third Quarter 2022 Webinar Replay
17 October 2022 During our third quarter portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif […] READ ARTICLE
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ENSEMBLE CAPITAL’S THIRD QUARTER 2022 INVESTMENT AND MARKET UPDATE
4 October 2022Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE
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Ensemble Capital Investor Letter – Second Quarter 2022
20 July 2022Below is the Q2 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information […] READ ARTICLE
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ENSEMBLE CAPITAL SECOND QUARTER 2022 PORTFOLIO UPDATE WEBINAR
18 July 2022During our second quarter portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif Karim […] READ ARTICLE
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ENSEMBLE CAPITAL’S SECOND QUARTER 2022 INVESTMENT AND MARKET UPDATE
6 July 2022Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE
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Todd Wenning Presentation at MOI Best Ideas Omaha
7 June 2022At the recent 2022 Berkshire Hathaway annual meeting weekend in Omaha, senior analyst Todd Wenning presented our current thesis on […] READ ARTICLE
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Sean Stannard-Stockton on The Business Brew Podcast
26 May 2022The Business Brew podcast offers long form interviews with investors and business people by the insightful host Bill Brewster. Earlier […] READ ARTICLE
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Alphabet: Making Its Users’ Lives Easier and Better
3 May 2022During our first quarter portfolio update, we profiled portfolio holding, Alphabet (GOOGL). Below is a replay of our live commentary […] READ ARTICLE
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Chipotle: More Locations Coming at Home and Abroad
27 April 2022During our first quarter portfolio update, we profiled portfolio holding, Chipotle (CMG). Below is a replay of our live commentary […] READ ARTICLE
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ENSEMBLE CAPITAL FIRST QUARTER 2022 PORTFOLIO UPDATE WEBINAR
20 April 2022During our first quarter portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif Karim […] READ ARTICLE
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Ensemble Fund Investor Letter – First Quarter 2022
19 April 2022The Ensemble Fund was launched in 2015. Ensemble Capital’s investment strategy has been offered since 2004 via separately managed accounts. […] READ ARTICLE
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The Motley Fool Roundtable: Navigating Stock Market Volatility
8 April 2022Last week, Ensemble Capital’s CIO Sean Stannard-Stockton joined two portfolio managers from Parnassus Investments on The Motley Fool Roundtable to […] READ ARTICLE
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Millennial Investing Podcast Hosts Arif Karim
1 April 2022Ensemble senior investment analyst Arif Karim was recently interviewed by Clay Fink on the Millennial Investing. Their discussion focused on […] READ ARTICLE
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Costco: Helping Frugal People Spend Money
9 February 2022During our fourth quarter portfolio update, we profiled portfolio holding, Costco (COST). Below is a replay of our live commentary […] READ ARTICLE
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Blackline: Clearing Out Backoffice Cobwebs
31 January 2022During our fourth quarter portfolio update, we profiled portfolio holding, Blackline (BL). Below is a replay of our live commentary […] READ ARTICLE
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Ensemble Fund Investor Letter – Fourth Quarter 2021
25 January 2022Below is the Q4 2021 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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ENSEMBLE CAPITAL FOURTH QUARTER 2021 PORTFOLIO UPDATE WEBINAR
20 January 2022During our fourth quarter 2021 portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif […] READ ARTICLE
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ENSEMBLE CAPITAL’S FOURTH QUARTER 2021 INVESTMENT AND MARKET UPDATE
5 January 2022Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Ensemble Capital Profiled in Emerging Manager Monthly
21 December 2021Emerging Manager Monthly covers asset management industry trends and profiles so called “emerging managers” or boutique investment firms. In this […] READ ARTICLE
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Lessons from Quality Shareholders
17 December 2021Lawrence Cunningham is a professor and director of the Quality Shareholders Initiative at George Washington University, a long time collaborator […] READ ARTICLE
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Landstar: Truck Driving in a Box
9 November 2021During our third quarter portfolio update, we profiled portfolio holding, Landstar System (LSTR). Below is a replay of our live […] READ ARTICLE
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Booking: Ready for the Travel Rebound
29 October 2021During our third quarter portfolio update, we profiled portfolio holding, Booking (BKNG). Below is a replay of our live commentary […] READ ARTICLE
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Ensemble Fund Investor Letter – Third Quarter 2021
19 October 2021Below is the Q3 2021 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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ENSEMBLE CAPITAL THIRD QUARTER 2021 PORTFOLIO UPDATE WEBINAR
15 October 2021During our third quarter 2021 portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif […] READ ARTICLE
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ENSEMBLE CAPITAL’S THIRD QUARTER 2021 INVESTMENT AND MARKET UPDATE
1 October 2021Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Todd Wenning Interview with Investment Talk
30 September 2021Ensemble senior investment analyst Todd Wenning was recently interviewed by investing newsletter, Investment Talk. Among other topics, Todd discussed: His […] READ ARTICLE
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Nintendo: Not a Typical Console Cycle
4 August 2021During our second quarter portfolio update, we profiled portfolio holding Nintendo (NTDOY). Below is a replay of our live commentary […] READ ARTICLE
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Illumina: Illuminating the Code of Life in the Age of Biology
28 July 2021During our second quarter portfolio update, we profiled portfolio holding Illumina (ILMN). Below is a replay of our live commentary […] READ ARTICLE
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Ensemble Capital Named Top 50 Fastest Growing RIA
23 July 2021For the second time in recent years, Ensemble Capital has been named to Financial Advisor Magazine’s list of Top 50 […] READ ARTICLE
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ENSEMBLE CAPITAL SECOND QUARTER 2021 PORTFOLIO UPDATE WEBINAR
21 July 2021During our second quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE
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Ensemble Fund Investor Letter – Second Quarter 2021
20 July 2021Below is the Q2 2021 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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Ensemble Capital Profile in Value Investor Insight
16 June 2021Value Investor Insight is one of a small number of publications dedicated to profiling top performing investors that our team […] READ ARTICLE
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Sean Stannard-Stockton Columbia Business School Interview
7 May 2021Columbia Business School is where Ben Graham, the father of value investing, taught Warren Buffett how to invest. In the […] READ ARTICLE
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Home Depot: Two Businesses on One Platform
21 April 2021During our first quarter portfolio update, we profiled portfolio holding Home Depot (HD). Below is a replay of our live […] READ ARTICLE
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Fastenal: Lynchpin of the Industrial Economy
20 April 2021During our first quarter portfolio update, we profiled portfolio holding Fastenal (FAST). Below is a replay of our live commentary […] READ ARTICLE
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ENSEMBLE CAPITAL FIRST QUARTER 2021 PORTFOLIO UPDATE WEBINAR
19 April 2021During our first quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE
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Ensemble Fund Investor Letter – First Quarter 2021
16 April 2021Below is the Q1 2021 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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Sean Stannard-Stockton on Motley Fool Live
19 March 2021Last week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on Motley Fool Live for an in depth interview with host John […] READ ARTICLE
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Todd Wenning Panelist on Good Investing Talks Nintendo Podcast
12 February 2021Recently, Ensemble Capital senior investment analyst Todd Wenning was a panelist on the Good Investing Talks podcast alongside Crossroads Capital’s […] READ ARTICLE
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First American Financial: Enabling Trusted Real Estate Transactions
8 February 2021In December, Ensemble Capital’s CIO, Sean Stannard-Stockton, appeared at the ValueWalk Contrarian Investor Virtual Conference to discuss their investment in […] READ ARTICLE
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Sean Stannard-Stockton CNBC Interview on Google
3 February 2021Yesterday afternoon, Ensemble Capital’s chief investment officer Sean Stannard-Stockton appeared on CNBC’s Squawk Box Asia to discuss Google’s blow out […] READ ARTICLE
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Ensemble Fund Investor Letter – Fourth Quarter 2020
29 January 2021Below is the Q4 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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NVR: A Homebuilder With a Unique Business Model and Culture
28 January 2021During our fourth quarter portfolio update, we profiled portfolio holding NVR (NVR). Below is a replay of our live commentary […] READ ARTICLE
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Ferrari: A Rare Company That Can Turn Away Customers
27 January 2021During our fourth quarter portfolio update, we profiled portfolio holding Ferrari (RACE). Below is a replay of our live commentary […] READ ARTICLE
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Ensemble Capital Fourth Quarter 2020 Portfolio Update Webinar
26 January 2021During our fourth quarter 2020 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE
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Sean Stannard-Stockton’s Business Brew Interview
8 January 2021One of the amazing things about the rise of podcasts is that interviews of investors and business leaders are no […] READ ARTICLE
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Ensemble Capital’s Winter 2020 Investment and Market Update
30 December 2020Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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ENSEMBLE FUND INVESTOR LETTER – 2020
28 December 2020Below is the Fiscal 2020 letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how to […] READ ARTICLE
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Ensemble Capital’s 2020 Holiday Post
18 December 2020What a year! Looking back decades from now, we’re confident that 2020 will go down as one of the most […] READ ARTICLE
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ARIF KARIM’S INTERVIEW WITH THE INVESTORS PODCAST DISCUSSING SCHWAB
8 December 2020Ensemble Capital’s Senior Investment Analyst, Arif Karim, recently had the pleasure of speaking with Stig Brodersen and Preston Pysh on […] READ ARTICLE
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Arif Karim’s Presentation on Ferrari at the MOI European Summit
25 November 2020Back in October, Arif Karim had the pleasure of presenting our investment thesis and company analysis on well-known sportscar maker […] READ ARTICLE
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Chipotle Mexican Grill: Real [Fast] Food Hits Escape Velocity
2 November 2020During our 3rd quarter portfolio update, we profiled our portfolio company Chipotle Mexican Grill (CMG). Below is a replay of […] READ ARTICLE
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Intuitive Surgical: Bionic Surgeons Drive Down Health Care Costs
27 October 2020During our 3rd quarter portfolio update, we profiled our portfolio company Intuitive Surgical (ISRG). Below is a replay of our […] READ ARTICLE
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Ensemble Capital Third Quarter 2020 Portfolio Update Webinar
15 October 2020During our third quarter 2020 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE
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Ensemble Fund Investor Letter – Third Quarter 2020
9 October 2020Below is the Q3 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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Sean Stannard-Stockton Motley Fool TV Interview
5 October 2020In September, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on Motley Fool’s live video broadcast for an interview with John Rotonti. […] READ ARTICLE
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Ensemble Capital’s Fall 2020 Investment and Market Update
30 September 2020Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Todd Wenning Masimo Presentation for MOI Global
3 August 2020In early July, Ensemble Capital analyst Todd Wenning presented our thesis on Masimo at MOI Global’s Wide-Moat Investing Summit 2020. […] READ ARTICLE
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Sean Stannard-Stockton Interview with CFA Institute
31 July 2020Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed recently by the CFA Institute. The interviewer, Lauren Foster, was Sean’s editor at […] READ ARTICLE
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Ensemble Capital Webinar Transcript: Netflix Update
29 July 2020We recently hosted our quarterly client webinar. You can watch the reply HERE and read a full transcript HERE. Below […] READ ARTICLE
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Ensemble Capital Webinar Transcript: Masimo Corp Update
28 July 2020We recently hosted our quarterly client webinar. You can watch the reply HERE and read a full transcript HERE. Below […] READ ARTICLE
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Ensemble Fund Investor Letter – Second Quarter 2020
27 July 2020Below is the Q2 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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Ensemble Capital’s Summer 2020 Investment and Market Update
1 July 2020Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Arif Karim’s Interview with the Investors Podcast – We Study Billionaires
30 June 2020Ensemble Capital’s Senior Investment Analyst, Arif Karim, recently had the pleasure of speaking with Stig Brodersen and Preston Pysh on […] READ ARTICLE
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Arif Karim’s Interview with Chit Chat Money Podcast
11 June 2020Arif Karim, Senior Investment Analyst on Ensemble Capital’s research team, spoke with Ryan Henderson on the Chit Chat Money Podcast. […] READ ARTICLE
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Ensemble Capital Management Stands Against Racism
8 June 2020It should go without saying that Black lives matter. But today it does require saying. Black lives absolutely matter. We […] READ ARTICLE
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Sean Stannard-Stockton on CNBC: The Risk Off Rally & Fiscal Stimulus
21 May 2020Earlier this week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC’s Squawk Box Asia to discuss: The “risk off” nature […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Blackline and Home Depot Updates
22 April 2020We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Fastenal, Chipotle, and Intuitive Surgical Updates
21 April 2020We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Ferrari, First American, and Schwab Updates
20 April 2020We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Netflix, NVR, and First Republic Updates
17 April 2020We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE
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Ensemble Fund Investor Letter – First Quarter 2020
16 April 2020Below is the Q1 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE
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Ensemble Capital’s Spring 2020 Investment and Market Update
2 April 2020Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Sean Stannard-Stockton Q&A on Investing in Crisis Mode
1 April 2020Yesterday, Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed by MOI Global, a global network of professional investors. This live event […] READ ARTICLE
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Transcript of Coronavirus Conference Call
20 March 2020Earlier this afternoon, Ensemble Capital hosted a conference call during which our chief investment officer Sean Stannard-Stockton explained how we […] READ ARTICLE
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Coronavirus Crisis Conference Call
20 March 2020Today at 1:30 Pacific (4:30 Eastern), we’re holding a conference call to share our thoughts on how we’re valuing stocks […] READ ARTICLE
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Sean Stannard-Stockton Discusses Mastercard Investment Thesis
13 February 2020This past weekend, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on The Investor’s Podcast to discuss our long time portfolio holding […] READ ARTICLE
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Booking Holdings: Playing Nice with the Google Monster
27 January 2020Earlier this month, Ensemble Capital’s CIO Sean Stannard-Stockton presented our thesis on Booking Holdings at MOI Global’s Best Ideas 2020 […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Broadridge Financial Solutions Update
24 January 2020We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Paychex Update
23 January 2020We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Ensemble Fund Investor Letter – Fourth Quarter 2019
21 January 2020Below is the Q4 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Paychex, Inc (PAYX) and […] READ ARTICLE
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Sean Stannard-Stockton on CNBC Talks Netflix vs Disney Plus
8 January 2020On Monday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss Netflix and the threat of Disney Plus. In […] READ ARTICLE
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Ensemble Capital’s Winter 2019 Investment and Market Update
2 January 2020Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Sean Stannard-Stockton on CNBC Discussing Market Outlook
4 December 2019Yesterday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss our outlook for 2020, the state of the economy […] READ ARTICLE
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Sean Stannard-Stockton and Todd Wenning on The Acquirers Podcast
2 December 2019Ensemble Capital’s chief investment officer, Sean Stannard-Stockton and senior investment analyst, Todd Wenning were recently interviewed by Tobias Carlisle on […] READ ARTICLE
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Sean Stannard-Stockton Interview on The Investors Podcast
26 November 2019Earlier this month, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on The Investor’s Podcast to discuss Ensemble’s long time investment in […] READ ARTICLE
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Sean Stannard-Stockton Discusses Google Earnings on CNBC
30 October 2019Google (officially known as Alphabet) is a long time holding of Ensemble Capital. On Monday, our chief investment officer Sean […] READ ARTICLE
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Arif Karim’s Interview with Investing By The Books
21 October 2019Ensemble Capital’s Senior Investment Analyst, Arif Karim, was recently interview by Bo Börtemark of the Investing By The Books investment […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Tiffany & Co Update
21 October 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Mastercard Update
18 October 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Ensemble Fund Investor Letter – Third Quarter 2019
16 October 2019Below is the Q3 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Mastercard Inc. Class-A (MA) […] READ ARTICLE
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Ensemble Capital’s Fall 2019 Investment and Market Update
1 October 2019Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Sean Stannard-Stockton on Investing City Podcast
10 September 2019Ensemble Capital’s chief investment officer, Sean Stannard-Stockton recently appeared on the Investing City podcast. The interview is a deep dive […] READ ARTICLE
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Todd Wenning Interviewed on Moats, Management, and Process
4 September 2019Ensemble senior analyst Todd Wenning was featured in two recent podcasts. On the Planet Microcap podcast, Todd talked about his […] READ ARTICLE
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Weekend Reading
24 August 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Whole Foods […] READ ARTICLE
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Sean Stannard-Stockton Discusses US-China Trade War on CNBC
6 August 2019Yesterday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss the recent flaring up in the US-China trade war. […] READ ARTICLE
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Weekend Reading
27 July 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Soon Your […] READ ARTICLE
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Ensemble Fund Investor Letter – Second Quarter 2019
17 July 2019Below is the Q2 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Fastenal Co (FAST) and […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Starbucks Update
16 July 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Fastenal Co. Update
15 July 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Alphabet Update
12 July 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE
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Sean Stannard-Stockton Discusses Impact of Tariffs on CNBC
11 July 2019Ensemble Capital’s chief investment officer Sean Stannard-Stockton appeared on CNBC recently. In the clip below, Sean discusses the impact of […] READ ARTICLE
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Weekend Reading
29 June 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. How the […] READ ARTICLE
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AdvisoryHQ 13 Best Financial Advisors in San Francisco, Oakland, & Corte Madera
27 June 2019Ensemble Capital is proud to announce that we have been selected as one of the “13 Best Financial Advisors in […] READ ARTICLE
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Weekend Reading
1 June 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Future of […] READ ARTICLE
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Weekend Reading
4 May 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. How Schwab […] READ ARTICLE
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Sean Stannard-Stockton Discusses Netflix’s Quarter on CNBC
25 April 2019Last week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC with his take on Netflix’s latest earnings report. During the […] READ ARTICLE
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Weekend Reading
20 April 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Don’t Panic […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Alphabet Update
18 April 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE
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Ensemble Capital Client Call Transcript: Landstar Systems Update
17 April 2019We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE
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Ensemble Fund Investor Letter – First Quarter 2019
16 April 2019Below is the Q1 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Landstar Systems, Inc. (LSTR) […] READ ARTICLE
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S&B Global Market Intelligence Quotes Arif Karim on Apple’s Chip Development Strategy
3 April 2019S&P Global Market Intelligence’s Agam Shah and Waqar Jamshed published an article discussing Apple’s semiconductor development strategy, which quotes Ensemble Capital’s […] READ ARTICLE
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ENSEMBLE CAPITAL’S SPRING 2019 INVESTMENT AND MARKET UPDATE
1 April 2019Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Weekend Reading
23 March 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Beware of […] READ ARTICLE
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Weekend Reading
16 March 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. ‘We Know […] READ ARTICLE
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Weekend Reading
9 March 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Next Money […] READ ARTICLE
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Weekend Reading
2 March 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The New […] READ ARTICLE
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Weekend Reading
23 February 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Will a […] READ ARTICLE
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Weekend Reading
16 February 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Amazon Slashed […] READ ARTICLE
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Weekend Reading
9 February 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Fox executive […] READ ARTICLE
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Weekend Reading
2 February 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The Futility […] READ ARTICLE
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Ensemble Interviewed by SumZero on Management Analysis
22 January 2019Earlier this month, SumZero (an online community of investment professionals) interviewed Ensemble Capital’s president and chief investment officer Sean Stannard-Stockton […] READ ARTICLE
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Weekend Reading
19 January 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Netflix Raises […] READ ARTICLE
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ENSEMBLE FUND INVESTOR LETTER – FOURTH QUARTER 2018
17 January 2019Below is the Q4 2018 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Charles Schwab Corp (SCHW) […] READ ARTICLE
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Weekend Reading
12 January 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. China’s Car […] READ ARTICLE
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Weekend Reading
5 January 2019A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Netflix releases […] READ ARTICLE
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Sean Stannard-Stockton on CNBC
4 January 2019On December 27, Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed on CNBC to discuss the market sell-off and why some […] READ ARTICLE
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ENSEMBLE CAPITAL’S WINTER 2019 INVESTMENT AND MARKET UPDATE
31 December 2018Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
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Weekend Reading
29 December 2018A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. What’s Next […] READ ARTICLE
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Sean Stannard-Stockton Interview on Ensemble Capital’s Investment Process
28 December 2018Earlier this month, Ensemble Capital’s chief investment officer Sean Stannard-Stockton was interviewed on the Planet MicroCap Podcast. In the interview, Sean […] READ ARTICLE
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Weekend Reading
22 December 2018A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The Stock […] READ ARTICLE
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Weekend Reading
15 December 2018A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. This is […] READ ARTICLE
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Weekend Reading
8 December 2018A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. FOR COMPANIES, […] READ ARTICLE
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The Wall Street Journal Quotes Arif Karim on Apple’s Recent Stock Price Swoon
20 November 2018A few days ago, The Wall Street Journal quoted our Senior Investment Analyst Arif Karim in its reporting about Apple’s […] READ ARTICLE
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Sean Stannard-Stockton on CNBC’s Squawk Box Asia
16 November 2018On Wednesday, Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed on CNBC’s Squawk Box Asia to talk about the recent market […] READ ARTICLE
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InvestorPlace Highlights Ensemble Capital Management’s Netflix Pricing Power Analysis
30 October 2018Will Ashworth at InvestorPlace wrote an intriguing article highlighting 7 companies exhibiting pricing power as a core feature to their […] READ ARTICLE
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Sean Stannard-Stockton Talks Facebook, Apple & Tech Stocks on CNBC
29 October 2018On Friday, Ensemble’s chief investment officer Sean Stannard-Stockton appeared on CNBC’s Closing Bell to talk about the recent market sell […] READ ARTICLE
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Barron’s Profiles Ensemble Capital’s Investment in Sensata Technologies
26 October 2018Earlier this week, Barron’s ran a profile of Sensata Technologies, focusing on our thesis for why the stock is a […] READ ARTICLE
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ENSEMBLE FUND INVESTOR LETTER – THIRD QUARTER 2018
16 October 2018Below is the Q3 2018 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Trupanion (TRUP) and Booking […] READ ARTICLE
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Ensemble Capital’s Fall 2018 Investment and Market Update
3 October 2018Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE
