Ants & Food: An Ecological Mental Model for Corporate Management
As the world of investing has become more quantitative, with alpha, beta and various “factor exposures” being sliced and diced […] READ ARTICLE
As the world of investing has become more quantitative, with alpha, beta and various “factor exposures” being sliced and diced […] READ ARTICLE
Last week, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on Motley Fool Live for an in depth interview with host John […] READ ARTICLE
Since Warren Buffett first described the concept of an “economic moat” over 30 years ago, his students, including us, have […] READ ARTICLE
In December of 1998, a newly minted Wall Street analyst named Henry Blodget stuck his neck out and declared that […] READ ARTICLE
Recently, Ensemble Capital senior investment analyst Todd Wenning was a panelist on the Good Investing Talks podcast alongside Crossroads Capital’s […] READ ARTICLE