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 Nov 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

Episoder(427)

Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11

Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Bu...

26 Mar 1h 2min

Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buf...

19 Mar 58min

Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09

Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buff...

12 Mar 1h

Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffe...

5 Mar 1h

Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffet...

26 Feb 59min

Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett...

19 Feb 59min

Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett,...

12 Feb 49min

Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, ...

5 Feb 1h 2min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
pengepodden-2
utbytte
rss-markedspuls-2
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
rss-politisk-preik
finansredaksjonen
lederpodden
rss-pa-konto
rss-investering-gjort-enkelt
stormkast-med-valebrokk-stordalen