ARCHIVES: Third Quarter 2018

“I did mention one thing at the meeting, which I don’t think people appreciated at all… So you have close […] READ ARTICLE

Reading old articles about Amazon’s 1997 IPO is predictably amusing. The most common critique of the time was that Amazon’s […] READ ARTICLE

Weekend Reading

1 September 2018 | by Paul Perrino, CFA

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

In the early years of the Great Recession, PIMCO economists coined the phrase the “New Normal.”  The New Normal posited that […] READ ARTICLE

In June, Ensemble Capital’s president and chief investment officer, Sean Stannard-Stockton, discussed our investment in third-party logistics platform, Landstar System […] READ ARTICLE