ARCHIVES: First Quarter 2020

Note: During times of stress, investors often lose conviction in their previously strongly held beliefs. This cracking of their conviction […] READ ARTICLE

When various world news breaks that seems scary for the market, the main way we process this information is the […] READ ARTICLE

Most of the products that were popular in your youth have faded into obscurity. But you still remember them. You […] READ ARTICLE

This past weekend, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on The Investor’s Podcast to discuss our long time portfolio holding […] READ ARTICLE

Earlier this month, Ensemble Capital’s CIO Sean Stannard-Stockton presented our thesis on Booking Holdings at MOI Global’s Best Ideas 2020 […] READ ARTICLE