In this episode, we host Sean Stannard-Stockton, the president and chief investment officer of Ensemble Capital Management, and a regular reader of our newsletter. We discuss his takeaways from the latest Q3 22 earnings from companies in their portfolio including Mastercard, Starbucks, Ferrari, Home Depot, and Netflix.

The episode is based on yesterday's newsletter which is available on Substack.

A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

Show Notes

00:00:00 Introduction

00:02:33 Why Sean enjoys the Transcript and Earnings Calls

00:05:37 Focusing on the Long Term While Engaging with Earnings

00:08:03 Macro Perspectives

00:12:58 The Ensemble Approach to Investing

00:14:32 Ferrari and Luxury

00:22:02 Mastercard and Payments

00:31:11 Netflix and Streaming

00:41:00 Home Deport and The State of Retailers

00:46:54 Concluding Thoughts

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe