Intrinsic Investing https://validator.w3.org/feed/docs/rss2.html Ensemble Capital Joins Corient Private Wealth Todd Wenning, CFA ENSEMBLE CAPITAL’S FOURTH QUARTER 2023 INVESTMENT AND MARKET UPDATE Mastercard: ‘Chicken and Egg’ problem solved Sean Stannard-Stockton on Talking Billions Podcast Veeva: A Winning Platform Strategy in Life Sciences Investing in Businesses that Create and Build Value ENSEMBLE CAPITAL SECOND QUARTER 2024 WEBINAR REPLAY Analog Devices Inc. – Gateway between the physical and digital world ServiceNow: Platform of platforms Google: Impact of Artificial Intelligence ENSEMBLE CAPITAL FIRST QUARTER 2024 WEBINAR REPLAY ENSEMBLE CAPITAL’S THIRD QUARTER 2023 INVESTMENT AND MARKET UPDATE Perimeter Solutions: Doing Difficult Things Well Value, Growth & Intrinsic Investing Introducing Intrinsic Investing Market Trivia & Investing vs Speculating Wonderful Companies Simplicity Beats Complexity in Investing Platform Value, Value Creation & Capital Allocation China Growth Scare More Nuanced Than You Think Gambling vs Investing Investing Takes True Grit Quality Companies vs Cheap Stocks Broadridge Financial Solutions: A Cash Producing, Mission-Critical Business Services Company Ignoring the Siren Call of Market Forecasts Moats: Protection from Barbarians at the Gates Sensata Technologies: Auto Safety, Fuel-Efficiency & Emissions Control Return on Invested Capital: Why It Matters & How We Calculate It Manual of Ideas Interview with Sean Stannard-Stockton Weekend Reading Weekend Reading Why Apple’s iPhone Franchise is Sustainable Weekend Reading Management Comments on TransDigm’s Moat Weekend Reading About ENSEMBLE CAPITAL’S FIRST QUARTER 2024 INVESTMENT AND MARKET UPDATE IDEX Corp: the Next Great Serial Acquirer? Eileen Segall ENSEMBLE CAPITAL THIRD QUARTER 2023 WEBINAR REPLAY ENSEMBLE CAPITAL SECOND QUARTER 2023 WEBINAR REPLAY Netflix Flexes its Competitive Advantage – Reignites Growth and Profitability while Competition Forced to Pull Back ENSEMBLE CAPITAL FOURTH QUARTER 2023 WEBINAR REPLAY Ensemble Capital Talks with CNBC about Illumina & Nintendo Ferrari: The Value of Polishing a Rough Diamond TODD WENNING PRESENTATION AT 2023 MOI WIDE-MOAT INVESTING SUMMIT ENSEMBLE CAPITAL 2023 CLIENT DAY PRESENTATION ENSEMBLE CAPITAL’S SECOND QUARTER 2023 INVESTMENT AND MARKET UPDATE ENSEMBLE CAPITAL’S SECOND QUARTER 2024 INVESTMENT AND MARKET UPDATE