<p>Not every brand is a defensible competitive advantages. Some brands, however, have nestled themselves in your mind and memories and are much harder to disrupt. Please read important disclosures at <a href= "http://www.ensemblecapital.com/holdings">www.ensemblecapital.com/holdings</a>.</p>

Not every brand is a defensible competitive advantages. Some brands, however, have nestled themselves in your mind and memories and are much harder to disrupt. Please read important disclosures at www.ensemblecapital.com/holdings.

<p>Not every brand is a defensible competitive advantages. Some brands, however, have nestled themselves in your mind and memories and are much harder to disrupt. Please read important disclosures at <a href="http://www.ensemblecapital.com/holdings" rel="noopener noreferrer">www.ensemblecapital.com/holdings</a>.</p>

When the Moat is in Your Mind

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.

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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.

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When the Moat is in Your Mind

When the Moat is in Your Mind