News & Resources

QUARTERLY CONFERENCE CALLS & EVENTS

Please join us for Ensemble Capital’s quarterly investment update webinar. Ensemble Capital’s Chief Investment Officer, Sean Stannard-Stockton and Senior Investment Analysts Arif Karim and Eileen Segall will discuss the 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

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.

Shilpa Andalkar, Wealth Manager at Ensemble Capital, appeared on Foundation Source’s new ‘Be Giving’ podcast
November 2023 podcast

Shilpa Andalkar, Wealth Manager at Ensemble Capital, appeared on Foundation Source’s new ‘Be Giving’ podcast to discuss philanthropy as an important aspect of a financial plan and the benefits of connecting charitable objectives and financial goals in a more strategic way.

Ensemble’s CIO appeared on Talking Billions for a long form interview about Ensemble’s investment strategy
September 2023 podcast

Ensemble’s CIO appeared on Talking Billions for a long form interview about Ensemble’s investment strategy. Please read important disclosures HERE.

Sean Stannard-Stockton appeared on Compounders to discuss Ensemble’s approach to investing in businesses that create and build value
August 2023 podcast

Ensemble’s CIO appeared on Compounders to discuss Ensemble’s approach to investing in businesses that create and build value. Please read important disclosures HERE.

Ensemble’s CIO joined CNBC to talk about the investment opportunities in Illumina and Nintendo
July 2023 video

Ensemble’s CIO appeared on CNBC to talk about our investments in Illumina and Nintendo. Please read important disclosures HERE.

Ensemble’s CIO appeared on CNBC to discuss Netflix
June 2023 video

Ensemble’s CIO appeared on CNBC to talk about our investments in Netflix. Please read important disclosures HERE.

Ensemble’s CIO appeared on CNBC to talk about our investments in NVR and Paychex
April 2023 video

Ensemble’s CIO appeared on CNBC to talk about our investments in NVR and Paychex. Please read important disclosures HERE.

Ensemble Capital profiled by Wealth Management Magazine
March 2023 article

Ensemble Capital is independent of and unaffiliated with Wealth Management.com and the RIA EDGE 100 list. The inclusion in the RIA EDGE 100 list was based on criteria and methodology defined by the Wealth Management.com. Ensemble Capital did not pay a fee to be included in the magazine or other publications. The reference in the RIA EDGE 100 list is for informational purposes only and no warranty is either expressed or implied by their presentation. The inclusion in the RIA EDGE 100 list may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Ensemble Capital’s inclusion in the RIA EDGE 100 list should not be considered a guarantee of future performance or results.

Sean Stannard-Stockton discusses the outlook for Google and Booking Holdings with CNBC
January 2023 video

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

Ensemble’s CIO was interviewed by The Transcript to discuss third quarter corporate earnings reports
December 2022 podcast

Sean Stannard-Stockton was interviewed by The Transcript. Please read important disclosures HERE.

Sean appeared on CNBC to talk about our investments in NVR and First Republic
November 2022 video

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

Ensemble’s CIO appeared on the popular Business Breakdowns podcast to profile Home Depot
November 2022 podcast

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

Sean Stannard-Stockton appeared on CNBC to discuss our investments in Mastercard and Ferrari.
October 2022 video

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

Ensemble Capital’s CIO was quoted in the New York Times coverage of Big Tech earnings reports
July 2022 article

Sean Stannard-Stockton was quoted in the New York Times. Please read important disclosures HERE.

Ensemble Capital’s CIO appeared on a Motley Fool panel discussion
April 2022 video

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

Sean Stannard-Stockton discusses Ensemble’s investment in Netflix with Value Investor Insight
March 2022 article

Sean Stannard-Stockton was interviewed by Value Investor Insight. Please read important disclosures HERE.

Pricing Power & Ferrari Stock
March 2022 podcast

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

Lessons from Quality Shareholders
December 2021 article

Famed value investing academic and Warren Buffett collaborator Lawrence Cunningham studies “quality shareholders” and names Ensemble Capital as an example. Please read important disclosures HERE

Ensemble Capital’s Tech-Approach Helping Propel Growth
December 2021 article

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

Investment Talk Interview
September 2021 article

Todd Wenning was interviewed by Investment Talk. Please read important disclosures HERE

Value Investor Insight Interview
May 2021 article

Sean Stannard-Stockton, Arif Karim & Todd Wenning were interviewed by Value Investor Insight. Please read important disclosures HERE

Stocks with pricing power to outperform as reflation takes hold
May 2021 article

Sean Stannard-Stockton was interviewed by Reuters Global Market Forum. Please read important disclosures HERE

Columbia Business School: Sean Stannard-Stockton Interview
May 2021 article

Sean Stannard-Stockton was interviewed by The Columbia Business School. Please read important disclosures HERE

Google Earnings Smash Sales Records as Digital Ad Market Booms
April 2021 article

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

Motley Fool Live: Sean Stannard-Stockton Interview
March 2021 video

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

Google Cloud will be very profitable business: Investor
February 2021 video

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

Ensemble Capital Presentation on First American Financial at Contrarian Investor Virtual Conference
January 2021 video

Sean Stannard-Stockton presented at the fifth Contrarian Investor Virtual Conference. Please read important disclosures HERE

THE BUSINESS BREW: Sean Stannard Stockton – A Renaissance Investor
January 2021 podcast

Sean Stannard-Stockton was interviewed on The Business Brew. Please read important disclosures HERE

INTRINSIC VALUE ASSESSMENT OF CHARLES SCHWAB WITH ARIF KARIM
December 2020 podcast

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

Nintendo Stock Will Ride the Holiday Buying Season to Serious Gains
October 2020 article

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

Ferrari: Luxury Identity Brand with Enviable Business Model
October 2020 article

Arif Karim presented his in-depth investment thesis on Ferrrari (US: RACE) at European Investing Summit 2020. Please read important disclosures HERE.

Motley Fool Live: Interview with Ensemble CIO Sean Stannard-Stockton
October 2020 video

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

Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
July 2020 article

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 article

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 podcast

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 video

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

Sean Stannard-Stockton on Intelligent Investing in Crisis Mode
March 2020 article | (Registration Required)

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

APPLE PODCAST: CHIT CHAT MONEY – NETFLIX, FERRARI, & SCHWAB WITH ARIF KARIM
March 2020 podcast

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

SPOTIFY: CHIT CHAT MONEY – NETFLIX, FERRARI, & SCHWAB WITH ARIF KARIM
March 2020 podcast

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

INTRINSIC VALUE ASSESSMENT OF MASTERCARD
February 2020 podcast

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

Can You Spot Your Blind Spots?
January 2020 article

Ludo Thomasson was quoted in the WSJ . Please read important disclosures HERE

Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google
January 2020 article

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 video

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

The Warren Buffett-inspired approach to investing
December 2019 article

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

There are signs of ‘green shoots’ in US manufacturing
December 2019 video

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

SEAN STANNARD-STOCKTON AND TODD WENNING ON THE ACQUIRERS PODCAST
December 2019 podcast

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

China Investing Trip: Sean Stannard-Stockton’s Takeaways
November 2019 article

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 podcast

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 video

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

Interview with Arif Karim of Ensemble Capital
October 2019 article

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

The Investing City Podcast: Coming to Conviction
August 2019 podcast

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 video

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 podcast

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

With Jony Ive’s Successor, Apple Bets a Pragmatist Can Turn Prophet
July 2019 article

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 video

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

Philanthropy advice can be a useful add-on for clients
June 2019 article

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

Chit Chat Money: Beyond Meat & Zoom Video
June 2019 podcast

Todd Wenning was interviewed on the Chit Chat Podcast. Please read important disclosures here.

CIO outlines ways investors can protect their portfolios amid the US-China Trade War
May 2019 video

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

BREAKING THE MOULD
April 2019 article

Todd Wenning wrote an article that was published in the Investors Chronicle. Please read important disclosures here.

NETFLIX HAD A ‘PERFECTLY GOOD’ QUARTER, INVESTOR SAYS
April 2019 video

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

INTERVIEW: THE QUALITATIVE GENIUS OF SEAN STANNARD-STOCKTON
April 2019 article

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 article

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 article

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 video

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

The Non-Interchangeable, Non-Mechanical Elements of Value Creation
January 2019 article

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

Sensata: Highly Cash-Generative Automotive Sensor Leader
January 2019 video

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 video

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

Ensemble Focuses on Staying Away From Group With Equity Strategy
December 2018 article | (Registration Required)

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 podcast

Sean Stannard-Stockton was interviewed on the Planet Microcap Podcast. Please read important disclosures here.

Investor: I’m bullish on Apple in the longer term
November 2018 video

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 article

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

Todd Wenning Interview – Hunting for moats, brands and killer businesses
November 2018 article

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 video

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 article

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 article

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

Digital Champions
August 2018 article

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 article

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 article

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 article

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 article

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 article

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 video

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 12/31/2023

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.

Analog Devices, Inc. Thumbnail
Analog Devices, Inc.
Booking Holdings, Inc. Thumbnail
Booking Holdings, Inc.
Broadridge Financial Solutions, Inc. Thumbnail
Broadridge Financial Solutions, Inc.
Chipotle Mexican Grill, Inc. Thumbnail
Chipotle Mexican Grill, Inc.
Fastenal Company Thumbnail
Fastenal Company
Ferrari NV Thumbnail
Ferrari NV
First American Bank Thumbnail
First American Bank
Alphabet, Inc. Class A Thumbnail
Alphabet, Inc. Class A
Home Depot Inc. Thumbnail
Home Depot Inc.
Illumina, Inc. Thumbnail
Illumina, Inc.
Landstar Systems, Inc. Thumbnail
Landstar Systems, Inc.
Masimo Corporation Thumbnail
Masimo Corporation
Mastercard Incorporated Class A Thumbnail
Mastercard Incorporated Class A
Netflix, Inc. Thumbnail
Netflix, Inc.
Nintendo Co., Ltd Thumbnail
Nintendo Co., Ltd
NVR, Inc. Thumbnail
NVR, Inc.
Paychex, Inc. Thumbnail
Paychex, Inc.
ServiceNow, Inc. Thumbnail
ServiceNow, Inc.

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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