Please read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 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, Blackline and Costco. 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. With thousands of stocks to choose from for your portfolio, it helps to recognize promising patterns of great companies. In this episode, we provide a list of some of our favorite investment patterns that help us sort through companies, so that we can focus our attention on understanding the best of the best.

Please read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 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, Booking Holdings and Landstar. 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.  There are some companies that broad base rates do not add value to as part of the forecasting process. We examine a collection of these types of businesses and offer Intuitive as a case study.

Please read important disclosures at www.ensemblecapital.com/holdings. We examine as a case study of Netflix for moving beyond base rates.

Please read important disclosures at www.ensemblecapital.com/holdings. Base rates are useful forecasting tools, but there are important problems with base rates that investors must keep in mind.

Please read important disclosures at www.ensemblecapital.com/holdings. By using “base rates” investors can improve forecasting accuracy.

Please read important disclosures at www.ensemblecapital.com/holdings.  Forecasting corporate growth and something investors as a group have a bad track record of doing well.