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Episode 84: A Chat with Ensemble Capital
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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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Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 ()
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Manage episode 348472780 series 3276605
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.
112 حلقات
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