ARCHIVES: First Quarter 2021

During our fourth quarter portfolio update, we profiled portfolio holding Ferrari (RACE). Below is a replay of our live commentary […] READ ARTICLE

During our fourth quarter 2020 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE

We recently came across this fascinating chart by Nick Sleep and Qais Zakaria, who formerly ran the Nomad Investment Partnership. […] READ ARTICLE

One of the amazing things about the rise of podcasts is that interviews of investors and business leaders are no […] READ ARTICLE

At Ensemble Capital, we believe that company analysis is a qualitative activity. The identification of competitively advantaged businesses, with excellent […] READ ARTICLE