Please read important disclosures at www.ensemblecapital.com/holdings. During our second quarter 2022 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, as well as recent portfolio performance. There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.