ARCHIVES: Fourth Quarter 2018

On October 3rd, Fed chairman Jerome Powell told PBS’s Judy Woodruff: “We’re a long way from neutral at this point… […] READ ARTICLE

Below is the Q3 2018 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Trupanion (TRUP) and Booking […] READ ARTICLE

In the classic Nintendo game, Ice Hockey, you pick a team of four players with one of three body “types.” […] READ ARTICLE

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

Legendary investor and observer of human nature Charlie Munger has said of Tesla and Elon Musk: “Tesla has already created […] READ ARTICLE