News & Resources

Upcoming Events

Current list of our upcoming events.

Quarterly Investment & Market Update Call Winter 2020

Please join us for Ensemble Capital’s quarterly investment & market update conference call.  Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton will describe current market and economic conditions as well as a selection of our portfolio companies.

REGISTER FOR QUARTERLY INVESTMENT & MARKET UPDATE WINTER 2020

Press Coverage

From time to time, we speak with the media about
investment and philanthropic trends. Over the years, the media has shown a particular interest in our unique philanthropic expertise.

If you are a member of the media, you may contact us by phone or email.

Phone  650-696-1240

EMAIL  media@ensemblecapital.com

Please find below a link to Sean Stannard-Stockton's biography. Sean has deep experience in public speaking and is available to speak on a wide variety of equity market related topics.

Sean Stannard-Stockton biography

The videos and articles below are being provided for informational purposes and should not be considered investment advice or recommendations to buy or sell any securities. Some of the links go to third party websites. These links are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites.

Interview with Arif Karim of Ensemble Capital

October 2019

Arif Karim was interviewed on InvestingByTheBooks. Please read important disclosures here.

The Investing City Podcast: Coming to Conviction

August 2019

Sean Stannard-Stockton was interviewed on The Investing City Podcast. Please read important disclosures here.

THE US-CHINA TRADE WAR IS MOVING INTO A ‘HOTTER PHASE’: INVESTOR

August 2019

Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.

Planet MicroCap Podcast: Moats, Management and Price: Breaking Down the Venn Diagram

July 2019

Todd Wenning was interviewed on Planet MicroCap Podcast. Please read important disclosures here.

With Jony Ive’s Successor, Apple Bets a Pragmatist Can Turn Prophet

July 2019

Sean Stannard-Stockton was quoted in The Wall Street Journal. Please read important disclosures here.

The Fed could cut rates because of the trade war: Investor

June 2019

Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.

Philanthropy advice can be a useful add-on for clients

June 2019

Sean Stannard-Stockton was quoted in Financial Times. Please read important disclosures here.

Chit Chat Money: Beyond Meat & Zoom Video

June 2019

Todd Wenning was interviewed on Stitcher. Please read important disclosures here.

CIO outlines ways investors can protect their portfolios amid the US-China Trade War

May 2019

Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.

BREAKING THE MOULD

April 2019

Todd Wenning wrote an article that was published Investors Chronicle.

NETFLIX HAD A ‘PERFECTLY GOOD’ QUARTER, INVESTOR SAYS

April 2019

Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.

INTERVIEW: THE QUALITATIVE GENIUS OF SEAN STANNARD-STOCKTON

April 2019

Sean Stannard-Stockton was interviewed by The Motley Fool. Please read important disclosures here.

Going for Great Returns and the Greater Good: The Motley Fool’s ESG Investing Framework

April 2019

Sean Stannard-Stockton was quoted in The Motley Fool. Please read important disclosures here.

ANALYSIS: APPLE POSITIONING TO TAKE CHARGE OF HOMEGROWN CHIPS WITH 5G MODEM

March 2019

Arif Karim was quoted in S&P Global Market Intelligence on Apple’s chip development. Please read important disclosures here.

CHINESE CONSUMERS MAY BE PAUSING BIG TICKET PURCHASES: INVESTOR

January 2019

Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.

The Non-Interchangeable, Non-Mechanical Elements of Value Creation

January 2019

Sean Stannard-Stockton and Todd Wenning were interviewed by SumZero. Please read important disclosures here.

Sensata: Highly Cash-Generative Automotive Sensor Leader

January 2019

Sean Stannard-Stockton presented his in-depth investment thesis on Sensata Technologies (US: ST) at Best Ideas 2019. Please read important disclosures here.

Why Investors Should Be Buying Stocks Now

December 2018

Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.

Planet Microcap Podcast: What is ‘Intrinsic Investing’ and Emerging Moat Businesses

December 2018

Sean Stannard-Stockton was quoted in Planet Microcap Podcast. Please read important disclosures here.

Ensemble Focuses on Staying Away From Group With Equity Strategy

December 2018

Sean Stannard-Stockton was interviewed by Emerging Manager Monthly. Please read important disclosures here.

Investor: I’m bullish on Apple in the longer term

November 2018

Sean Stannard-Stockton was interviewed on CNBC International on Apple. Please read important disclosures here.

Apple Shares Sink After iPhone Suppliers Lower Outlooks

November 2018

Arif Karim, Senior Investment Analyst quoted on The Wall Street Journal. Please read important disclosures here.

Todd Wenning Interview – Hunting for moats, brands and killer businesses

November 2018

Todd Wenning was interviewed by Stockopedia on moats, brands and killer businesses. Please read important disclosures here.

Facebook could potentially turn the tide in tech, expert says

October 2018

Sean Stannard-Stockton was interviewed on CNBC on Facebook and Apple. Please read important disclosures here.

7 Stocks to Buy for Real Pricing Power

October 2018

Arif Karim was quoted in InvestorPlace on Netflixs pricing power. Please read important disclosures here.

This Auto-Parts Maker Deserves Another Look — as a Tech Stock

October 2018

Sean Stannard-Stockton was quoted in Barron’s on Sensata. Please read important disclosures here.

Digital Champions

August 2018

Todd Wenning’s post on Digital Champions was published in Investors Chronicle.

GOOGLE EARNINGS HIT BY EUROPEAN FINE

July 2018

Sean Stannard-Stockton was quoted in the Wall Street Journal on Google Earnings. Please read important disclosures here.

Landstar System: Third-Party Logistics Leader in Trucking

June 2018

Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth investment thesis on Landstar System (Nasdaq: LSTR) at Wide-Moat Investing Summit 2018. Please read important disclosures here.

Apple Allays iPhone Worries, Adds $100 Billion to Buyback Plans

May 2018

Arif Karim was quoted in the Wall Street Journal on Apple’s revenue growth. Please read important disclosures here.

Investors Want More Transparency About YouTube’s Sales, Profit

April 2018

Sean Stannard-Stockton was quoted in the Wall Street Journal on YouTube’s potential impact to Alphabet’s stock valuation. Please read important disclosures here.

APPLE’S BIG CASH WINNERS: SHAREHOLDERS

January 2018

Arif Karim was quoted in the Wall Street Journal on the large amount of cash on Apple’s balance sheet. Please read important disclosures here.

First Republic: Retail Franchise with Superior Service for High Net Worth Individuals

January 2018

Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth investment thesis on First Republic Bank (NYSE: FRC) at Best Ideas 2018. Please read important disclosures here.