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:
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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
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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
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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.
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QUARTERLY INVESTMENT MARKET UPDATE SPRING 2020 TRANSCRIPT
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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.
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ENSEMBLE CAPITAL’S VIEWS ON COVID-19 PANDEMIC
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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.
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QUARTERLY INVESTMENT MARKET UPDATE WINTER 2020 TRANSCRIPT
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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
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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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