ARCHIVES: Third Quarter 2023

Last month, Ensemble’s CIO sat down for a longform interview on the Talking Billions podcast. Host Bogumil Baranowski used the […] READ ARTICLE

Ensemble’s CIO Sean Stannard-Stockton recently appeared on Compounders, a video podcast with host Ben Claremon. In the interview, Sean talked […] READ ARTICLE

During our second quarter portfolio update, we profiled portfolio holding, ServiceNow, Inc. (NOW). Below is a replay of our live […] READ ARTICLE

During our second quarter portfolio update, we profiled portfolio holding, Alphabet, Inc. (GOOGL). Below is a replay of our live […] READ ARTICLE

Ensemble Capital senior investment analyst Todd Wenning recently presented our current thesis on homebuilder NVR at the MOI Wide Moat […] READ ARTICLE