Episode Details
Back to Episodes
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
Season 1
Episode 40
Published 6 years, 10 months ago
Description
Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established, that have significant growth opportunities and competitive advantages that allow them to sustain their profitability while returning capital to shareholders over time. Rather than trying to guess which way the market or certain stocks may move in reaction to short-term news, Ensemble looks to participate in the profitability of companies that will achieve superior long-term corporate performance.
Ensemble: https://ensemblecapital.com/
Twitter: https://twitter.com/IntrinsicInv
Todd: https://twitter.com/ToddWenning