Ranked #1
Ensemble Capital First Quarter 2022 Portfolio Update
Ensemble Capital First Quarter 2022 Portfolio Update
Please read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 portfolio update, E... Read more
20 Apr 2022
•
59mins
Ranked #2
Great Companies are Forged in Crisis
Great Companies are Forged in Crisis
Please read important disclosures at www.ensemblecapital.com/holdings. If you’re a long-term investor, every one of your... Read more
4 Apr 2022
•
6mins
Similar Podcasts
Ranked #3
The Risk of War to the US Stock Market
The Risk of War to the US Stock Market
Please read important disclosures at www.ensemblecapital.com/holdings. We examine the history of how the US stock market... Read more
11 Mar 2022
•
9mins
Ranked #4
A Stagflationary Panic Grips The Stock Market
A Stagflationary Panic Grips The Stock Market
Please read important disclosures at www.ensemblecapital.com/holdings. Investors have begun to panic that strong consume... Read more
10 Mar 2022
•
25mins
Ranked #5
Pricing Power and Inflation
Pricing Power and Inflation
Please read important disclosures at www.ensemblecapital.com/holdings. With inflation rates at 40 year highs, we discuss... Read more
16 Feb 2022
•
6mins
Ranked #6
Netflix's Man Overboard Moment
Netflix's Man Overboard Moment
Please read important disclosures at www.ensemblecapital.com/holdings. A deep dive analysis of the purported reasons beh... Read more
24 Jan 2022
•
28mins
Ranked #7
Ensemble Capital Fourth Quarter 2021 Portfolio Update
Ensemble Capital Fourth Quarter 2021 Portfolio Update
Please read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 portfolio update, E... Read more
20 Jan 2022
•
54mins
Ranked #8
The Critical Role of Empathy in Investing
The Critical Role of Empathy in Investing
Please read important disclosures at www.ensemblecapital.com/holdings. The concept of “design thinking,” the role of em... Read more
3 Jan 2022
•
13mins
Ranked #9
Nintendo Comes to a Fork in the Road
Nintendo Comes to a Fork in the Road
Please read important disclosures at www.ensemblecapital.com/holdings. Historically, the best time to have sold Nintend... Read more
9 Dec 2021
•
14mins
Ranked #10
15 of Our Favorite Investment Patterns
15 of Our Favorite Investment Patterns
Please read important disclosures at www.ensemblecapital.com/holdings. With thousands of stocks to choose from for your ... Read more
28 Oct 2021
•
11mins