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Intrinsic Investing

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by Ensemble Capital

5.0(7 reviews)
46 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund. Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/ Please read important disclosures at www.ensemblecapital.com/holdings.

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Publishing Since

6/23/2021

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Recent Episodes

Episode thumbnail for Ensemble Capital Second Quarter 2024 Portfolio Update

July 16, 2024

Ensemble Capital Second Quarter 2024 Portfolio Update

<p>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 <a href= "http://www.ensemblecapital.com/holdings">www.ensemblecapital.com/holdings</a>.</p>

Episode thumbnail for Ensemble Capital First Quarter 2024 Portfolio Update

April 12, 2024

Ensemble Capital First Quarter 2024 Portfolio Update

<p>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 <a href= "https://www.ensemblecapital.com/holdings">www.ensemblecapital.com/holdings</a>.</p>

Episode thumbnail for Ensemble Capital Fourth Quarter 2023 Portfolio Update

January 18, 2024

Ensemble Capital Fourth Quarter 2023 Portfolio Update

<p>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 <a href= "http://www.ensemblecapital.com/holdings">www.ensemblecapital.com/holdings</a>.</p>

46 total episodes available

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Frequently asked questions

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What is Intrinsic Investing?

Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund.

Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/

Please read important disclosures at www.ensemblecapital.com/holdings.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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