Ensemble Capital Second Quarter 2024 Portfolio Update

During our second quarter 2024 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions, few short updates on Analog Digital Devices (ADI), Illumina (ILMN) and Chipotle (CMG) as well as an introduction of Veeva Systems (VEEV). There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.

During our first quarter 2024 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions as well as Ferrari (RACE) & IDEX Corp (IEX). There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.

During our fourth quarter 2023 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Eileen Segall discuss current market and economic conditions as well as Netflix (NFLX). There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.

During our third quarter 2023 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analyst Arif Karim discuss current market and economic conditions as well as two of our holdings; Analog Devices, Inc. (ADI) and Mastercard, Inc. (MA). There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings  

During our second quarter 2023 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Alphabet Inc. and ServiceNow, the current market and economic situation, as well as our framework when looking at the housing shortage of the country. There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings

While the economy has become intangible-asset driven, the potential low cost advantages of tangible assets shouldn't be overlooked. Our ideal company has both intangible and tangible asset advantages.

In this episode, Ensemble's president announces that the company has obtained B Corporation certification and explains the connection between B Corporations and Ensemble's approach to stakeholder value analysis.

Many companies that experienced high growth in recent years are entering the difficult transition period from visionary- to optimizer-led growth. How each company handles that challenge will drive much of their performance in the next decade and beyond.

We examine the economic and market history of the 1970s and put it into the context of what to expect from a longer-term perspective.

In part II of our discussion of the math that supports superior investment returns, and how growth and value investors solve for superior returns differently, we look at Warren Buffett's investment in Coke to illustrate why long term superior returns must come from elevated growth rates.