Episode 84: A Chat with Ensemble Capital
Update: 2022-11-30
Description
In this episode, we host Sean Stannard-Stockton who is the president and chief investment officer of Ensemble Capital Management and is a regular reader of our newsletter. We discuss his takeaways from the latest Q3 22 earnings from companies in their portfolio including Mastercard, Starbucks, Ferrari, Home Depot, and Netflix.
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