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(428)

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Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Marcel Schwartz and Matthias X. Hanauer's paper pub...

28 Mai 202558min

Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Steven's paper "Owners vs. agents: A global examina...

15 Mai 20251h 2min

Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15

Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

12 Mai 20251h 1min

Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14

Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

28 Apr 20251h 1min

How *Not* to Invest with Barry Ritholtz: | S07 E13

How *Not* to Invest with Barry Ritholtz: | S07 E13

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

21 Apr 20251h 3min

Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12

Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

14 Apr 20251h 1min

Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11

Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

20 Mar 20251h 1min

Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10

Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

17 Mar 20251h

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