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Intrinsic Investing
Ensemble Capital
46 episodes
1 week ago
Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund. Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/ Please read important disclosures at www.ensemblecapital.com/holdings.
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Investing
Business,
Management
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All content for Intrinsic Investing is the property of Ensemble Capital and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund. Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/ Please read important disclosures at www.ensemblecapital.com/holdings.
Show more...
Investing
Business,
Management
Episodes (20/46)
Intrinsic Investing
Ensemble Capital Second Quarter 2024 Portfolio Update
1 year ago
59 minutes 46 seconds

Intrinsic Investing
Ensemble Capital First Quarter 2024 Portfolio Update
1 year ago
1 hour 49 seconds

Intrinsic Investing
Ensemble Capital Fourth Quarter 2023 Portfolio Update
1 year ago
1 hour 1 minute 31 seconds

Intrinsic Investing
Ensemble Capital Third Quarter 2023 Webinar Replay
2 years ago
1 hour 30 seconds

Intrinsic Investing
Ensemble Capital Second Quarter 2023 Webinar Replay
2 years ago
57 minutes 34 seconds

Intrinsic Investing
Building a Fortress: Finding Companies with Intangible and Tangible Moats
2 years ago
7 minutes 26 seconds

Intrinsic Investing
Ensemble Capital Becomes a Certified B Corporation
2 years ago
5 minutes 51 seconds

Intrinsic Investing
The Future of Growth Companies: The Visionary-Optimizer Challenge
2 years ago
7 minutes 1 second

Intrinsic Investing
"That 70's Show" – Lessons of the 1970's and the Course Ahead
2 years ago
14 minutes 59 seconds

Intrinsic Investing
Value, Growth & Intrinsic Investing Revisited Part II
2 years ago
11 minutes 12 seconds

Intrinsic Investing
Ensemble Capital First Quarter 2023 Webinar Replay
2 years ago
57 minutes 32 seconds

Intrinsic Investing
Why Regret and Good Investing Don't Mix
2 years ago
7 minutes 7 seconds

Intrinsic Investing
Value, Growth & Intrinsic Investing Revisited
2 years ago
12 minutes 30 seconds

Intrinsic Investing
Playing Long Games: Focus on Companies with Moats and Relevant Products
2 years ago
8 minutes 22 seconds

Intrinsic Investing
The Equity Anxiety Premium
2 years ago
16 minutes 39 seconds

Intrinsic Investing
Ensemble Capital Fourth Quarter 2022 Webinar Replay
2 years ago
1 hour 2 minutes 37 seconds

Intrinsic Investing
3 Ways to Measure Management Integrity
2 years ago
7 minutes 2 seconds

Intrinsic Investing
When the Moat is in Your Mind
3 years ago
6 minutes 7 seconds

Intrinsic Investing
Ensemble Capital Third Quarter 2022 Webinar Replay
3 years ago
1 hour 2 minutes 28 seconds

Intrinsic Investing
Equity Duration & Inflation: Nifty Fifty
3 years ago
13 minutes 19 seconds

Intrinsic Investing
Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in San Francisco, CA. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages money on behalf of private clients, charitable institutions, and a publicly-traded mutual fund. Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information, a post defining "intrinsic investing" and the concept of "intrinsic value", and a post explaining the motivation for content at https://intrinsicinvesting.com/ Please read important disclosures at www.ensemblecapital.com/holdings.