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

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)

Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40

Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40

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, Sun Tzu a...

13 Nov 20251h 1min

Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39

Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39

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, Sun Tzu an...

6 Nov 20251h 2min

Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38

Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38

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, Sun Tzu and...

30 Okt 20251h

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

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, Sun Tzu and ...

23 Okt 20251h

SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36

SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36

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, Sun Tzu and t...

16 Okt 20251h

Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

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, Sun Tzu and th...

9 Okt 20251h 1min

Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34

Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34

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, Sun Tzu and the...

1 Okt 20251h

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from...

26 Sep 20251h 1min

Populært innen Business og økonomi

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