Posts by Paul Perrino, CFA®

  • Ensemble Fund Investor Letter – First Quarter 2018

    12 April 2018

    Below is the Q1 2018 quarterly letter for the Ensemble Fund (ENSBX). This quarter’s Company Focus is on Netflix (NFLX) […] READ ARTICLE

  • Ensemble Capital’s Spring 2018 Investment and Market Update

    2 April 2018

    Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE

  • Weekend Reading

    17 March 2018

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Want to […] READ ARTICLE

  • Weekend Reading

    20 January 2018

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Facebook, Alphabet […] READ ARTICLE

  • Ensemble Capital Client Call Transcript: Prestige Brands Update

    12 January 2018

    We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE

  • Ensemble Capital Client Call Transcript: Nike Update

    11 January 2018

    We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE

  • Weekend Reading

    6 January 2018

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Tight Trucking […] READ ARTICLE

  • Ensemble Capital’s Winter 2018 Investment and Market Update

    3 January 2018

    Each quarter, Ensemble Capital hosts a conference call with investors to discuss the current market, economic conditions, and a few […] READ ARTICLE

  • Weekend Reading

    23 December 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Wall Street’s […] READ ARTICLE

  • Sean Stannard-Stockton Interview: Shifting Competitive Landscapes

    14 November 2017

    Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed in the investment journal The Manual of Ideas. We’ve excerpted a discussion about […] READ ARTICLE

  • Weekend Reading

    11 November 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Tech Giants […] READ ARTICLE

  • Weekend Reading

    14 October 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. We’re Going […] READ ARTICLE

  • Weekend Reading

    16 September 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The curse […] READ ARTICLE

  • Weekend Reading

    2 September 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The Internal […] READ ARTICLE

  • Weekend Reading

    19 August 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Google Is […] READ ARTICLE

  • Weekend Reading

    5 August 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. iPhone’s Toughest […] READ ARTICLE

  • Weekend Reading

    22 July 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. In Urban […] READ ARTICLE

  • Weekend Reading

    16 June 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Amazon to […] READ ARTICLE

  • Motley Fool Interview with Sean Stannard-Stockton

    18 May 2017

    Ensemble Capital chief investment officer Sean Stannard-Stockton recently sat down with John Rotonti of The Motley Fool to discuss our […] READ ARTICLE

  • Weekend Reading

    12 May 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. It’s not […] READ ARTICLE

  • WEEKEND READING

    21 April 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Why Facebook […] READ ARTICLE

  • Weekend Reading

    31 March 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The High-Speed […] READ ARTICLE

  • Weekend Reading

    24 February 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Apple Shares […] READ ARTICLE

  • Weekend Reading

    20 January 2017

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Ray-Ban Maker […] READ ARTICLE

  • Weekend Reading

    23 December 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Artificial Intelligence […] READ ARTICLE

  • Weekend Reading

    2 December 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. While We […] READ ARTICLE

  • Weekend Reading

    18 November 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Is Netflix […] READ ARTICLE

  • Weekend Reading

    11 November 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Shift From […] READ ARTICLE

  • Weekend Reading

    21 October 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Some Big […] READ ARTICLE

  • Weekend Reading

    7 October 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The Auto […] READ ARTICLE

  • Weekend Reading

    23 September 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Apple in […] READ ARTICLE

  • Weekend Reading

    16 September 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Noise: How […] READ ARTICLE

  • Weekend Reading

    9 September 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The Problem […] READ ARTICLE

  • Weekend Reading

    2 September 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. How Driverless […] READ ARTICLE

  • Weekend Reading

    26 August 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. World’s First […] READ ARTICLE

  • Weekend Reading

    19 August 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Too much […] READ ARTICLE

  • Weekend Reading

    12 August 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Thirty Years […] READ ARTICLE

  • Weekend Reading

    29 July 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Is Active […] READ ARTICLE

  • Weekend Reading

    22 July 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Peculiar Stock […] READ ARTICLE

  • Weekend Reading

    15 July 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Quote of […] READ ARTICLE

  • Weekend Reading

    8 July 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Apple Watch […] READ ARTICLE

  • Weekend Reading

    24 June 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Million-dollar babies […] READ ARTICLE

  • Weekend Reading

    17 June 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. China’s Content […] READ ARTICLE

  • Weekend Reading

    10 June 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Apple is […] READ ARTICLE

  • Weekend Reading

    27 May 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Stop Worrying […] READ ARTICLE

  • Weekend Reading

    13 May 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. ONE SWEDE […] READ ARTICLE

  • Weekend Reading

    6 May 2016

    A summary of this week’s best articles. Follow us on Twitter (@IntrinsicInv) for similar ongoing posts and shares. Companies which […] READ ARTICLE

  • Weekend Reading

    29 April 2016

    A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Apple released […] READ ARTICLE

  • Weekend Reading

    22 April 2016

    A summary of this week’s best articles. Follow us on Twitter (@intrinsicinv) for similar ongoing posts and shares. Why crude […] READ ARTICLE