Cover image of Intrinsic Investing

Intrinsic Investing

Please read important disclosures at www.ensemblecapital.com/holdings. Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor loc... Read more

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Ranked #1

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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

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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

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Ranked #3

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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

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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

Most Popular Podcasts

Ranked #5

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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

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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

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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

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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

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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

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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

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