Tuesday, April 8 2020
1:00 PM to 1:30 PM PST
During our Spring 2020 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer, Arif Karim, Senior Investment Analyst and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and a number of our holdings, Netflix, Inc. (NFLX), NVR, Inc. (NVR), First Republic Bank (FRC), Ferrari NV (RACE), First American Financial Corp. (FAF), Charles Schwab Corp. (SCHW), Fastenal Co. (FAST), Chipotle Mexican Grill (CMG), Intuitive Surgical Inc. (ISRG), Blackline, Inc. (BL) and Home Depot Inc. (HD). Please read important disclosures here.
Download the transcript here:
QUARTERLY INVESTMENT MARKET UPDATE SPRING 2020 TRANSCRIPT
Listen to a replay of the conference call: