Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why many of our holdings were up this quarter. Please read important disclosure at <a href= "http://www.ensemblecapital.com/holdings">www.ensemblecapital.com/holdings</a>.

Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why many of our holdings were up this quarter. Please read important disclosure at www.ensemblecapital.com/holdings.

Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why many of our holdings were up this quarter. Please read important disclosure at <a href="http://www.ensemblecapital.com/holdings" rel="noopener noreferrer">www.ensemblecapital.com/holdings</a>.

Ensemble Capital First Quarter 2023 Webinar Replay

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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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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Ensemble Capital First Quarter 2023 Webinar Replay

Ensemble Capital First Quarter 2023 Webinar Replay