ARCHIVES: Second Quarter 2021

Columbia Business School is where Ben Graham, the father of value investing, taught Warren Buffett how to invest. In the […] READ ARTICLE

During our first quarter portfolio update, we profiled portfolio holding Home Depot (HD). Below is a replay of our live […] READ ARTICLE

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

During our first quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE

Below is the Q1 2021 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE