ARCHIVES: First Quarter 2020

Below is the Q4 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Paychex, Inc (PAYX) and […] READ ARTICLE

“My interest is in the future because I am going to spend the rest of my life there. ” -C.F. […] READ ARTICLE

  One of our favorite investing scenarios is finding a company with a remarkable culture taking share from incumbents that […] READ ARTICLE

On Monday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss Netflix and the threat of Disney Plus. In […] READ ARTICLE

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