Intrinsic Investing

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.

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.

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.

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  

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