ARCHIVES: First Quarter 2022

The Risk of War to the US Stock Market

11 March 2022 | by Sean Stannard-Stockton, CFA

“At heart, uncertainty and investing are synonyms.” –The Intelligent Investor, Benjamin Graham (1949) In writing this post, we thought about […] READ ARTICLE

Stagflation Panic Grips Stock Market

9 March 2022 | by Sean Stannard-Stockton, CFA

Executive Summary The Ensemble equity investment strategy is down approximately 22% on a year-to-date basis through March 7th 2022. Our […] READ ARTICLE

Pricing Power and Inflation

16 February 2022 | by Todd Wenning, CFA

“The single-most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without […] READ ARTICLE

Costco: Helping Frugal People Spend Money

9 February 2022 | by Ensemble Capital

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

Blackline: Clearing Out Backoffice Cobwebs

31 January 2022 | by Ensemble Capital

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