QUARTERLY ARCHIVES:

SEAN STANNARD-STOCKTON ON CNBC TALKS NVR & FIRST REPUBLIC

30 November 2022 | by Ensemble Capital

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

When the Moat is in Your Mind

7 November 2022 | by Todd Wenning, CFA

 “How did Coca-Cola build their moat? They deepened the thought in people’s minds that Coca-Cola is where happiness is. […] READ ARTICLE

Sean Stannard-Stockton on CNBC Talks Mastercard & Ferrari

3 November 2022 | by Ensemble Capital

Earlier this week, Ensemble’s CIO Sean Stannard-Stockton appeared on CNBC to talk about our market outlook, how investors should think […] READ ARTICLE

The Business Breakdowns podcast offers deep dive interviews that profile a single company. The podcast is one of the best […] READ ARTICLE

Schwab: Benefitting from Higher Interest Rates

31 October 2022 | by Ensemble Capital

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