Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
The Acquirers Podcast22 Marras 2019

Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast

Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established, that have significant growth opportunities and competitive advantages that allow them to sustain their profitability while returning capital to shareholders over time. Rather than trying to guess which way the market or certain stocks may move in reaction to short-term news, Ensemble looks to participate in the profitability of companies that will achieve superior long-term corporate performance.

Ensemble: https://ensemblecapital.com/

Twitter: https://twitter.com/IntrinsicInv

Todd: https://twitter.com/ToddWenning

Jaksot(429)

Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast

Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast

Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities in bankruptcy, and pre...

13 Syys 201950min

Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast

Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast

Tyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He is a graduate from Seton Hall Univ...

6 Syys 201950min

Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast

Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast

Benn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017. QVR is a boutique SEC-registered investment advisor managing quantitati...

30 Elo 201952min

Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast

Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast

Microcap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing. Ian's websites: https://microcapclub.com/ https://intelligentfanatics...

23 Elo 20191h 10min

Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast

Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast

Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website: guiscardcapital.com.au ...

16 Elo 201958min

Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast

Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast

Eddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street: Buy and hold shares of outstan...

9 Elo 20191h 1min

Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast

Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast

Kerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short. Kerrisdale are short shares of iRhythm Technologies, a $2.3bn medical device company ...

6 Elo 201911min

Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast

Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast

Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and alternatives to stocks and...

3 Elo 20191h 6min

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