News & Resources

QUARTERLY CONFERENCE CALLS & EVENTS

Please join us for Ensemble Capital’s quarterly investment & market update webinar. Ensemble Capital’s Chief Investment Officer, Sean Stannard-Stockton and Senior Investment Analysts, Arif Karim & Todd Wenning will describe current market and economic conditions as well as a selection of our portfolio companies.

At the time of the call, please read important disclosure information related to this webinar here.

Press Coverage

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.

View Biography

The videos and articles below are being provided for informational purposes only 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.

Nintendo Stock Will Ride the Holiday Buying Season to Serious Gains

October 2020

Ensemble Capital was quoted on InvestorPlace. Please read important disclosures HERE.

Motley Fool Live: Interview with Ensemble CIO Sean Stannard-Stockton

October 2020

Sean Stannard-Stockton was interviewed on The Motley Fool. Please read important disclosures HERE.

Masimo: Improving Patient Outcomes While Reducing System-Wide Costs

July 2020

Todd Wenning presented his in-depth investment thesis on Booking Holdings (US: MASI) at Wide-Moat Investing Summit 2020. Please read important disclosures HERE.

Conviction: A Critical Element of a Successful Investment Process

June 2020

Sean Stannard-Stockton was interviewed on The Take 15 Series Podcast. Please read important disclosures HERE

INVESTING DURING COVID-19 & INTRINSIC VALUE ASSESSMENT OF INTUITIVE SURGICAL

June 2020

Arif Karim was interviewed on The Investor’s Podcast Network. Please read important disclosures HERE

The markets are undergoing a ‘risk-off rally’

May 2020

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

Sean Stannard-Stockton on Intelligent Investing in Crisis Mode

March 2020

Sean Stannard-Stockton was interviewed on MOI Global. Please read important disclosures HERE

SPOTIFY: CHIT CHAT MONEY – NETFLIX, FERRARI, & SCHWAB WITH ARIF KARIM

March 2020

Arif Karim was interviewed on Chit Chat Money. Please read important disclosures HERE

APPLE PODCAST: CHIT CHAT MONEY – NETFLIX, FERRARI, & SCHWAB WITH ARIF KARIM

March 2020

Arif Karim was interviewed on Chit Chat Money. Please read important disclosures HERE

INTRINSIC VALUE ASSESSMENT OF MASTERCARD

February 2020

Sean Stannard-Stockton was interviewed on The Investor’s Podcast Network. Please read important disclosures HERE

Can You Spot Your Blind Spots?

January 2020

Ludo Thomasson was quoted on WSJ . Please read important disclosures HERE

Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google

January 2020

Sean Stannard-Stockton presented his in-depth investment thesis on Booking Holdings (US: BKNG) at Best Ideas 2020. Please read important disclosures HERE

Disney Plus is ‘not a substitute’ for Netflix

January 2020

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

The Warren Buffett-inspired approach to investing

December 2019

Sean Stannard-Stockton and Todd Wenning were quoted on Business Insider. Please read important disclosures here.

There are signs of ‘green shoots’ in US manufacturing

December 2019

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

SEAN STANNARD-STOCKTON AND TODD WENNING ON THE ACQUIRERS PODCAST

December 2019

Sean Stannard-Stockton and Todd Wenning were recently interviewed by Tobias Carlisle on The Acquirers Podcast. Please read important disclosures here.

China Investing Trip: Sean Stannard-Stockton’s Takeaways

November 2019

Sean Stannard-Stockton’s article on China investing trip was posted on MOI Global. Please read important disclosures here.

TIP267: AN INTRINSIC VALUE ASSESSMENT WITH SEAN STANNARD-STOCKTON

November 2019

Sean Stannard-Stockton was interviewed by The Investor’s Podcast Network on First Republic Bank. Please read important disclosures here.

Alphabet had a ‘perfectly fine’ quarter

October 2019

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

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 Chit Chat Podcast. 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. Please read important disclosures here.

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.

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.

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.

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. Please read important disclosures here.

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.

Videos

Holdings as of

The positions below represent a partial list of holdings. For more information about positions owned by Ensemble Capital on behalf of clients as well as a full list of holdings and additional disclosure information related to these videos, please click here.

Booking Holdings Thumbnail
Booking Holdings
Broadridge Financial Solutions Thumbnail
Broadridge Financial Solutions
Charles Schwab Thumbnail
Charles Schwab
Fastenal Thumbnail
Fastenal
First American Bank Thumbnail
First American Bank
First Republic Bank Thumbnail
First Republic Bank
Google Thumbnail
Google
Landstar Thumbnail
Landstar
Masimo Thumbnail
Masimo
Mastercard Thumbnail
Mastercard
Netflix Thumbnail
Netflix
Starbucks Thumbnail
Starbucks

The positions above represent a partial list of holdings. For more information about positions owned by Ensemble Capital on behalf of clients as well as a full list of holdings and additional disclosure information related to these videos, please click here.

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