ARCHIVES: Fourth Quarter 2016

Recently, Arif and I had the pleasure of meeting with Raj, the very insightful author of the Scuttlebutt Investor blog. Scuttlebutt […] READ ARTICLE

Weekend Reading

7 October 2016 | by Paul Perrino, CFA

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

Yesterday we hosted our third quarter client conference call where we talked about our views on recent market action, the […] READ ARTICLE

Unlike most asset managers, at Ensemble Capital we don’t use financial data screens as part of our idea generation process. […] READ ARTICLE