ARCHIVES: Second Quarter 2023

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

Late last week, Ensemble’s CIO Sean Stannard-Stockton joined CNBC for an update on the state of Netflix. During the interview, […] READ ARTICLE

Executive summary:  Companies that experienced a growth boom in the past decade are now transitioning to a new phase of […] READ ARTICLE

Like everyone else, we have been thinking a lot about the history of investing over the past year and specifically […] READ ARTICLE

Read Part I of this post here. “Over the long term, it’s hard for a stock to earn a much […] READ ARTICLE