Monday, July 12 2021
1:30 PM to 2:30 PM PST
During our second quarter 2021 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed current market and economic situation, and two of our holdings, Nintendo Co LTD, (NTDOY) and Illumina, Inc. (ILMN). Please read important disclosures here.
Download our Ensemble Capital letter here:
Watch webinar here: