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 www.ensemblecapital.com/holdings.