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

Yesterday, Ensemble CIO Sean Stannard-Stockton appeared on CNBC to discuss recession risk, our market outlook, thoughts about Fed policy and […] READ ARTICLE

During our first quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton addressed our long-time holding in First […] READ ARTICLE