An exploration of the concept of duration in bond investing and how it is highly applicable to equity valuation as well. Please read important disclosures at www.ensemblecapital.com/holdings.

Long-duration stocks are more sensitive to recessions and interest rate changes, but get hit particularly hard in stagflationary environments. We address how investors should think about long duration equities in today’s market. Please read important disclosures at www.ensemblecapital.com/holdings.

Please read important disclosures at www.ensemblecapital.com/holdings. 2022 has been a brutal year for quality focused investors like us at Ensemble Capital. Rather than see the storm as a threat, we see it as an opportunity to look for what treasures have been left behind.

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.

Please read important disclosures at www.ensemblecapital.com/holdings. During our first 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, and two of our holdings, Alphabet (Google) and Chipotle. 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. If you’re a long-term investor, every one of your companies will go through at least one crisis. What type of companies do you want to own when other investors are losing their nerve?

Please read important disclosures at www.ensemblecapital.com/holdings. We examine the history of how the US stock market has reacted to various military conflicts in the past and we offer our thinking on how investors should be thinking about the impact of the invasion of Ukraine on US stocks.

Please read important disclosures at www.ensemblecapital.com/holdings. Investors have begun to panic that strong consumer demand in excess of economic supply, paired with the war in Ukraine sending oil prices skyrocketing, may result in a stagflationary economic environment. In this episode, we discuss why this outlook has caused weakness in our investment strategy, why we believe the market action is significantly overdone, why we think our portfolio holding are well positioned to navigate a stagflationary environment, and why stagflation may not even actually arrive.

Please read important disclosures at www.ensemblecapital.com/holdings. With inflation rates at 40 year highs, we discuss how to tell the difference between companies with and without true pricing power.

Please read important disclosures at www.ensemblecapital.com/holdings. A deep dive analysis of the purported reasons behind Netflix’s recent 22% one day stock price decline and an explanation of why the company’s long term growth opportunity remains intact.