Archive of Past Events

Past Events

Archive of Investment & Market Updates

Quarterly Investment & Market Update Summer 2020

Tuesday, July 7 2020

1:30 PM to 2:00 PM PST

During our Summer 2020 quarterly investment & market 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, Masimo (MASI) and Netflix, Inc. (NFLX). Please read important disclosures here.

Download the transcript here:

QUARTERLY INVESTMENT MARKET UPDATE SUMMER 2020 TRANSCRIPT

Watch webinar here:

For a full list of holdings and additional disclosure information related to these videos, please click here.

Quarterly Investment & Market Update Call Spring 2020

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

Conference Call – Ensemble Capital’s Views on COVID-19 Pandemic

Friday, March 20 2020

1:00 PM to 1:30 PM PST

During our conference call today, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer share our views on COVID-19 and how we are seeking to navigate this crisis. Please read important disclosures here.

Download the transcript here:

ENSEMBLE CAPITAL’S VIEWS ON COVID-19 PANDEMIC

Listen to a replay of the conference call:

Quarterly Investment & Market Update Call Winter 2020

Thursday, January 9 2020

1:00 PM to 1:30 PM PST

During our Winter 2020 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Arif Karim, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Paychex, Inc (PAYX) and Broadridge Financial Solutions, Inc (BR). Please read important disclosures here.

Download the transcript here:

QUARTERLY INVESTMENT MARKET UPDATE WINTER 2020 TRANSCRIPT

Quarterly Investment & Market Update Call Fall 2019

Friday, October 4 2019

1:00 PM to 1:30 PM PST

During our Fall 2019 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Tiffany & Co. (TIF) and Mastercard (MA). Please read important disclosures here.

Download the transcript here:

QUARTERLY INVESTMENT MARKET UPDATE FALL 2019 TRANSCRIPT

Quarterly Investment & Market Update Call Summer 2019

Monday, July 9 2019

1:00 PM to 1:30 PM PST

During our Summer 2019 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Fastenal Co. (FAST) and Starbucks Corp. (SBUX). Please read important disclosures here.

Download the transcript here:

QUARTERLY INVESTMENT MARKET UPDATE SUMMER 2019 TRANSCRIPT

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