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.
If you are a member of the media, you may contact us by phone or email.
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 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. Please read important disclosures HERE.
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 appeared on CNBC to talk about our investments in Illumina and Nintendo. Please read important disclosures HERE.
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. Please read important disclosures HERE.
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 was interviewed on CNBC. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed by The Transcript. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed on the Colossus. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures HERE.
Sean Stannard-Stockton was quoted in the Value Hive Podcast. Please read important disclosures HERE.
Sean Stannard-Stockton was quoted in the New York Times. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed on The Business Brew. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed by The Motley Fool. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed by Value Investor Insight. Please read important disclosures HERE.
Arif Karim was interviewed on The Investor’s Podcast Network. Please read important disclosures HERE.
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
Sean Stannard-Stockton was interviewed by Emerging Manager Monthly. Please read important disclosures HERE
Todd Wenning was interviewed by Investment Talk. Please read important disclosures HERE
Sean Stannard-Stockton, Arif Karim & Todd Wenning were interviewed by Value Investor Insight. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed by Reuters Global Market Forum. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed by The Columbia Business School. Please read important disclosures HERE
Sean Stannard-Stockton was quoted in The Wall Street Journal. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed on Motley Fool TV. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures HERE
Sean Stannard-Stockton presented at the fifth Contrarian Investor Virtual Conference. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed on The Business Brew. Please read important disclosures HERE
Arif Karim was interviewed on The Investor’s Podcast Network. Please read important disclosures HERE
Ensemble Capital was quoted in InvestorPlace. Please read important disclosures HERE.
Arif Karim presented his in-depth investment thesis on Ferrrari (US: RACE) at European Investing Summit 2020. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed by The Motley Fool. Please read important disclosures HERE.
Todd Wenning presented his in-depth investment thesis on Booking Holdings (US: MASI) at Wide-Moat Investing Summit 2020. Please read important disclosures HERE.
Sean Stannard-Stockton was interviewed on The Take 15 Series Podcast. Please read important disclosures HERE
Arif Karim was interviewed on The Investor’s Podcast Network. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed by MOI Global. Please read important disclosures HERE
Arif Karim was interviewed on Chit Chat Money. Please read important disclosures HERE
Arif Karim was interviewed on Chit Chat Money. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed on The Investor’s Podcast Network. Please read important disclosures HERE
Ludo Thomasson was quoted in the WSJ . Please read important disclosures HERE
Sean Stannard-Stockton presented his in-depth investment thesis on Booking Holdings (US: BKNG) at Best Ideas 2020. Please read important disclosures HERE
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures HERE
Sean Stannard-Stockton and Todd Wenning were quoted in Business Insider. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Sean Stannard-Stockton and Todd Wenning were interviewed by Tobias Carlisle on The Acquirers Podcast. Please read important disclosures here.
Sean Stannard-Stockton’s article on China investing trip was posted on MOI Global. Please read important disclosures here.
Sean Stannard-Stockton was interviewed by The Investor’s Podcast Network on First Republic Bank. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures HERE.
Arif Karim was interviewed by InvestingByTheBooks. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on The Investing City Podcast. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Todd Wenning was interviewed on the Planet MicroCap Podcast. Please read important disclosures here.
Sean Stannard-Stockton was quoted in The Wall Street Journal. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Sean Stannard-Stockton was quoted in the Financial Times. Please read important disclosures here.
Todd Wenning was interviewed on the Chit Chat Podcast. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Todd Wenning wrote an article that was published in the Investors Chronicle. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Sean Stannard-Stockton was interviewed by The Motley Fool. Please read important disclosures here.
Sean Stannard-Stockton was quoted in The Motley Fool. Please read important disclosures here.
Arif Karim was quoted in S&P Global Market Intelligence on Apple’s chip development. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Sean Stannard-Stockton and Todd Wenning were interviewed by SumZero. Please read important disclosures here.
Sean Stannard-Stockton presented his in-depth investment thesis on Sensata Technologies (US: ST) at Best Ideas 2019. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on the Planet Microcap Podcast. Please read important disclosures here.
Sean Stannard-Stockton was interviewed by Emerging Manager Monthly. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC International on Apple. Please read important disclosures here.
Arif Karim, Senior Investment Analyst was quoted by The Wall Street Journal. Please read important disclosures here.
Todd Wenning was interviewed by Stockopedia on moats, brands and killer businesses. Please read important disclosures here.
Sean Stannard-Stockton was interviewed on CNBC on Facebook and Apple. Please read important disclosures here.
Arif Karim was quoted in InvestorPlace on Netflixs pricing power. Please read important disclosures here.
Sean Stannard-Stockton was quoted in Barron’s on Sensata. Please read important disclosures here.
Todd Wenning’s post on Digital Champions was published in Investors Chronicle. Please read important disclosures here.
Sean Stannard-Stockton was quoted in the Wall Street Journal on Google Earnings. Please read important disclosures here.
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.
Arif Karim was quoted in the Wall Street Journal on Apple’s revenue growth. Please read important disclosures here.
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.
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.
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.
Holdings as of 06/30/2024
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.
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.
