“Whatever affects one directly, affects all indirectly. I can never be what I ought to be until you are what […] READ ARTICLE
ARCHIVES: Second Quarter 2023
Ensemble Capital Joins CNBC to Chat About Netflix
Late last week, Ensemble’s CIO Sean Stannard-Stockton joined CNBC for an update on the state of Netflix. During the interview, […] READ ARTICLE
The Future of Growth Companies: The Visionary-Optimizer Challenge
Executive summary: Companies that experienced a growth boom in the past decade are now transitioning to a new phase of […] READ ARTICLE
“That 70’s Show” – Lessons of the 1970’s and the Course Ahead
Like everyone else, we have been thinking a lot about the history of investing over the past year and specifically […] READ ARTICLE
Value, Growth & Intrinsic Investing Revisited Part II
Read Part I of this post here. “Over the long term, it’s hard for a stock to earn a much […] READ ARTICLE