ARCHIVES: First Quarter 2017

Most of the posts here at Intrinsic Investing focus on the portfolio holdings of Ensemble Capital and our investment philosophy. […] READ ARTICLE

Weekend Reading

20 January 2017 | by Paul Perrino, CFA

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

If you invest in any health care related company today, you have to prepare for less and less money being […] READ ARTICLE

Yesterday we hosted our quarterly conference call. On the call, we discussed the implications of the U.S. presidential election and […] READ ARTICLE