ARCHIVES: Second Quarter 2019

Sean Stannard-Stockton Discusses Netflix’s Quarter on CNBC

25 April 2019 | by Ensemble Capital

Last week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC with his take on Netflix’s latest earnings report. During the […] READ ARTICLE

How Many Stocks Should You Own In Your Portfolio?

22 April 2019 | by Sean Stannard-Stockton, CFA

This is Part 1 of our series on position sizing. The rest of the series may be found here – […] READ ARTICLE

Weekend Reading

20 April 2019 | by Ensemble Capital

A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Don’t Panic […] READ ARTICLE

Ensemble Capital Client Call Transcript: Alphabet Update

18 April 2019 | by Ensemble Capital

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE

Ensemble Capital Client Call Transcript: Landstar Systems Update

17 April 2019 | by Ensemble Capital

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE