ARCHIVES: First Quarter 2024

Netflix: During our fourth quarter portfolio update, we profiled portfolio holding, Analog Devices, Inc. (ADI). Below is a replay of […] READ ARTICLE

During our fourth quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE

Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE