Archive of Past Events

Past Events

Archive of Investment & Market Updates

Third Quarter 2021 Investment Update

FRIDAY, OCTOBER 8 2021

1:30 PM TO 2:30 PM PST

During our third 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, Booking Holdings, Inc. (BKNG) and Landstar Systems, Inc. (LSTR). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER THIRD QUARTER 2021

Watch webinar here:

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

Second Quarter 2021 Investment Update

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:

ENSEMBLE CAPITAL LETTER SECOND QUARTER 2021

 

Watch webinar here:

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

First Quarter 2021 Investment Update

Thursday, April 8 2021

1:30 PM to 2:30 PM PST

During our first 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, Fastenal Company, (FAST) and The Home Depot, Inc. (HD). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER FIRST QUARTER 2021

Watch webinar here:

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

Quarterly Investment & Market Update Winter 2021

Monday, January 11 2021

1:30 PM to 2:30 PM PST

During our Winter 2021 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, NVR, Inc (NVR) and Ferrari NV (RACE). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER WINTER 2021

Watch webinar here:

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

Fourth Quarter 2021 Investment Update

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 & 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.

Quarterly Investment & Market Update Fall 2020

Thursday, October 8 2020

1:30 PM to 2:30 PM PST

During our Fall 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, Intuitive Surgical, Inc (ISRG) and Chipotle Mexican Grill, Inc. (CMG). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER FALL 2020

Watch webinar here:

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

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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