ARCHIVES: First Quarter 2019

Earlier this month I had the pleasure of doing a presentation on our investment thesis for Sensata Technologies at MOI […] READ ARTICLE

One of the most basic (both in the sense of “simple” as well as the slangy put down) start up […] READ ARTICLE

For most of my driving years, I relied on repair shops to do all the work on my cars. It […] READ ARTICLE

Earlier this month, SumZero (an online community of investment professionals) interviewed Ensemble Capital’s president and chief investment officer Sean Stannard-Stockton […] READ ARTICLE

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