<p>Please read important disclosures at <a href= "http://www.ensemblecapital.com/holdings">www.ensemblecapital.com/holdings</a>. 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.</p>

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.

<p>Please read important disclosures at <a href="http://www.ensemblecapital.com/holdings" rel="noopener noreferrer">www.ensemblecapital.com/holdings</a>. 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.</p>

Seeking Treasures from the Storm

Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund.

Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/

Please read important disclosures at www.ensemblecapital.com/holdings.

Business

Investing

Management

Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund. Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/ Please read important disclosures at www.ensemblecapital.com/holdings.

Share Seeking Treasures from the Storm

Sign up to save your podcasts

Seeking Treasures from the Storm

Seeking Treasures from the Storm