ARCHIVES: First Quarter 2019

Weekend Reading

9 February 2019 | by Ensemble Capital

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

Weekend Reading

2 February 2019 | by Ensemble Capital

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

Back in August, we wrote about how the New Normal economy, featuring low growth, that had persisted for a decade […] READ ARTICLE

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