ARCHIVES: Second Quarter 2020

Sean Stannard-Stockton on CNBC: The Risk Off Rally & Fiscal Stimulus

21 May 2020 | by Ensemble Capital

Earlier this week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC’s Squawk Box Asia to discuss: The “risk off” nature […] READ ARTICLE

Why Isn’t the Market Down More?

27 April 2020 | by Sean Stannard-Stockton, CFA

This is a chart of the S&P 500 over the last five years. (Source: Bloomberg) Despite the market being down […] READ ARTICLE

Ensemble Capital Client Call Transcript: Blackline and Home Depot Updates

22 April 2020 | 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: Fastenal, Chipotle, and Intuitive Surgical Updates

21 April 2020 | 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: Ferrari, First American, and Schwab Updates

20 April 2020 | 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