QUARTERLY ARCHIVES:

ENSEMBLE CAPITAL 2023 CLIENT DAY PRESENTATION

17 November 2023 | by Sean Stannard-Stockton, CFA

Each year, Ensemble Capital hosts client day events in San Diego, LA, Seattle, and the San Francisco Bay Area. At […] READ ARTICLE

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

Mastercard: ‘Chicken and Egg’ problem solved

31 October 2023 | by Ensemble Capital

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

ENSEMBLE CAPITAL THIRD QUARTER 2023 WEBINAR REPLAY

23 October 2023 | by Sean Stannard-Stockton, CFA

During our third quarter 2023 investment update, Ensemble Capital Management’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif […] READ ARTICLE

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