ARCHIVES: Third Quarter 2020

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

“Being taken for granted is an unpleasant but sincere form of praise. Ironically, the more reliable you are the more […] READ ARTICLE

“Whatever affects one directly, affects all indirectly. I can never be what I ought to be until you are what […] READ ARTICLE

In early July, Ensemble Capital analyst Todd Wenning presented our thesis on Masimo at MOI Global’s Wide-Moat Investing Summit 2020. […] READ ARTICLE

Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed recently by the CFA Institute. The interviewer, Lauren Foster, was Sean’s editor at […] READ ARTICLE