ARCHIVES: First Quarter 2020

Earlier this afternoon, Ensemble Capital hosted a conference call during which our chief investment officer Sean Stannard-Stockton explained how we […] READ ARTICLE

Today at 1:30 Pacific (4:30 Eastern), we’re holding a conference call to share our thoughts on how we’re valuing stocks […] READ ARTICLE

If you look back over the last century, you’ll find three types of events that have greatly disrupted stock markets […] READ ARTICLE

Game’s the same, just got more fierce. – Slim Charles, The Wire In Sean’s recent posts, he discussed how we’re […] READ ARTICLE

Shortly after Coronavirus began spreading in Italy, we published our post How We’re Thinking About Coronavirus. In that post, we […] READ ARTICLE