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(429)

Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast

Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast

Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers multiple and Acquirers Funds, LLC. Ian is a full-t...

6 Nov 20191h 9min

Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast

Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast

Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjun...

1 Nov 201954min

Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast

Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast

Connor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors, and a member of the exclusive V...

25 Okt 20191h 4min

Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast

Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast

Joseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC. Prior to joining Old West, Joe spent five years as First Vice President at Aletheia Research and Management,...

18 Okt 201943min

Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast

Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast

Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strate...

11 Okt 201958min

Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast

Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast

Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar influence of uncompensated s...

4 Okt 20191h 1min

Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers Podcast

Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers Podcast

Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations. He is the author of the bo...

27 Sep 20191h 5min

Activist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers Podcast

Activist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers Podcast

Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has been involved in all aspects of the firm’s development since its founding in 2009. Adrangi launched t...

20 Sep 201940min

Populært innen Business og økonomi

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