Every atomic assertion extracted from the underlying record, ranked by evidence strength.
Ensemble Capital hosts a quarterly webinar to discuss the current market, economic conditions, and portfolio holdings.
Ensemble Capital profiled portfolio holding Veeva Systems Inc. (VEEV) during its second quarter 2024 portfolio update.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the second quarter 2024 portfolio update webinar.
Ensemble Capital profiled portfolio holding Perimeter Solutions (PRM) during its first quarter 2024 portfolio update.
Ensemble Capital profiled portfolio holding IDEX Corp. (IEX) during its first quarter 2024 portfolio update.
Ensemble Capital profiled portfolio holding Ferrari (RACE) during its first quarter 2024 portfolio update.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the first quarter 2024 portfolio update webinar.
Ensemble Capital profiled portfolio holding Netflix, Inc (NFLX) during its fourth quarter 2023 portfolio update.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the fourth quarter 2023 portfolio update webinar.
Ensemble Capital profiled portfolio holding Nintendo (NTDOY) during its second quarter 2021 portfolio update.
Ensemble Capital profiled portfolio holding Illumina (ILMN) during its second quarter 2021 portfolio update.
Ensemble Capital was named a Top 50 Fastest Growing RIA by Financial Advisor Magazine for the second time in recent years in July 2021.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the second quarter 2021 portfolio update.
The Ensemble Fund (ENSBX) sent a Q2 2021 quarterly letter on July 20, 2021.
Ensemble Capital was profiled in Value Investor Insight in June 2021.
Ensemble Capital's CIO Sean Stannard-Stockton was interviewed by Columbia Business School in May 2021.
Ensemble Capital profiled portfolio holding Home Depot (HD) during its first quarter 2021 portfolio update.
Ensemble Capital profiled portfolio holding Fastenal (FAST) during its first quarter 2021 portfolio update.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the first quarter 2021 portfolio update webinar.
The Ensemble Fund (ENSBX) sent a Q1 2021 quarterly letter on April 16, 2021.
Ensemble Capital's CIO Sean Stannard-Stockton appeared on Motley Fool Live for an interview in March 2021.
Ensemble Capital senior investment analyst Todd Wenning was a panelist on the Good Investing Talks podcast discussing Nintendo in February 2021.
Ensemble Capital's CIO Sean Stannard-Stockton discussed their investment in First American Financial at the ValueWalk Contrarian Investor Virtual Conference in December 2020.
Ensemble Capital's chief investment officer Sean Stannard-Stockton appeared on CNBC's Squawk Box Asia to discuss Google's Q4 2020 earnings in February 2021.
The Ensemble Fund (ENSBX) sent a Q4 2020 quarterly letter on January 29, 2021.
Ensemble Capital profiled portfolio holding NVR (NVR) during its fourth quarter 2020 portfolio update.
Ensemble Capital profiled portfolio holding Ferrari (RACE) during its fourth quarter 2020 portfolio update.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the fourth quarter 2020 portfolio update.
Ensemble Capital's CIO Sean Stannard-Stockton was interviewed on The Business Brew podcast in January 2021.
The Ensemble Fund (ENSBX) sent a Fiscal 2020 letter on December 28, 2020.
Ensemble Capital's Senior Investment Analyst Arif Karim was interviewed on The Investors Podcast discussing Schwab in December 2020.
Arif Karim presented Ensemble Capital's investment thesis and company analysis on Ferrari at the MOI European Summit in November 2020.
Ensemble Capital profiled portfolio company Chipotle Mexican Grill (CMG) during its third quarter 2020 portfolio update.
Ensemble Capital profiled portfolio company Intuitive Surgical (ISRG) during its third quarter 2020 portfolio update.
Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim participated in the third quarter 2020 portfolio update webinar.
The Ensemble Fund (ENSBX) sent a Q3 2020 quarterly letter on October 9, 2020.
Ensemble Capital's CIO Sean Stannard-Stockton appeared on Motley Fool's live video broadcast for an interview with John Rotonti in September 2020.
Ensemble Capital analyst Todd Wenning presented their thesis on Masimo at MOI Global's Wide-Moat Investing Summit 2020 in July 2020.
Ensemble Capital's CIO Sean Stannard-Stockton was interviewed by Lauren Foster of the CFA Institute in July 2020.
Ensemble Capital hosted a quarterly client webinar with a Netflix update in July 2020.
Ensemble Capital hosted a quarterly client webinar with a Masimo Corp update in July 2020.
The Ensemble Fund (ENSBX) sent a Q2 2020 quarterly letter on July 27, 2020.
Ensemble Capital's Senior Investment Analyst Arif Karim was interviewed on The Investors Podcast with Stig Brodersen and Preston Pysh in June 2020.
Ensemble Capital's Senior Investment Analyst Arif Karim was interviewed by Ryan Henderson on the Chit Chat Money Podcast in June 2020.
Ensemble Capital Management published a statement against racism in June 2020.
Ensemble Capital's CIO Sean Stannard-Stockton appeared on CNBC's Squawk Box Asia to discuss the 'risk off' rally and fiscal stimulus in May 2020.
Ensemble Capital hosted a quarterly client conference call with updates on Blackline and Home Depot in April 2020.
Ensemble Capital hosted a quarterly client conference call with updates on Fastenal, Chipotle, and Intuitive Surgical in April 2020.
Ensemble Capital hosted a quarterly client conference call with updates on Ferrari, First American, and Schwab in April 2020.
Ensemble Capital hosted a quarterly client conference call with updates on Netflix, NVR, and First Republic in April 2020.
The Ensemble Fund (ENSBX) sent a Q1 2020 quarterly letter on April 16, 2020.
Ensemble Capital's CIO Sean Stannard-Stockton was interviewed by MOI Global on investing in crisis mode in April 2020.
Ensemble Capital profiled portfolio holding Analog Devices, Inc. (ADI) during its third quarter 2023 portfolio update.
Ensemble Capital profiled portfolio holding Mastercard, Inc. (MA) during its third quarter 2023 portfolio update.
Ensemble Capital's CIO Sean Stannard-Stockton was interviewed on the Talking Billions podcast in September 2023.
Ensemble Capital's CIO Sean Stannard-Stockton appeared on Compounders, a video podcast with host Ben Claremon, in August 2023.
Ensemble Capital profiled portfolio holding ServiceNow, Inc. (NOW) during its second quarter 2023 portfolio update.
Ensemble Capital profiled portfolio holding Alphabet, Inc. (GOOGL) regarding the impact of Artificial Intelligence during its second quarter 2023 portfolio update.
Ensemble Capital senior investment analyst Todd Wenning presented their current thesis on homebuilder NVR at the 2023 MOI Wide Moat Investing Summit.
Ensemble Capital senior investment analyst Todd Wenning discussed strategy performance during the second quarter 2023 investment update.