Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Sinc...
Ensemble Capital Second Quarter 2024 Portfolio Update
During our second quarter 2024 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions, few short updates on Analog Digital Devices (ADI), Illumina (ILMN) and Chipotle (CMG) as well as an introduction of Veeva Systems (VEEV). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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Ensemble Capital First Quarter 2024 Portfolio Update
During our first quarter 2024 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions as well as Ferrari (RACE) & IDEX Corp (IEX). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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Ensemble Capital Fourth Quarter 2023 Portfolio Update
During our fourth quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions as well as Netflix (NFLX). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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Ensemble Capital Third Quarter 2023 Webinar Replay
During our third quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analyst Arif Karim discuss current market and economic conditions as well as two of our holdings; Analog Devices, Inc. (ADI) and Mastercard, Inc. (MA). There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings
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Ensemble Capital Second Quarter 2023 Webinar Replay
During our second quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Alphabet Inc. and ServiceNow, the current market and economic situation, as well as our framework when looking at the housing shortage of the country. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings
Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund.
Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining “intrinsic investing” and the concept of “intrinsic value”, and a post explaining the motivation for content at https://intrinsicinvesting.com/
Please read important disclosures at www.ensemblecapital.com/holdings.
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