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Posts By: Todd Wenning, CFA
January 20, 2020
Corporate Culture: No Predator Without Prey
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November 27, 2019
The Heart of Value Investing
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November 22, 2019
Masimo: Doing Well by Doing Good
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October 28, 2019
Ensemble Capital’s Investment Thesis Update on Tiffany & Co.
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October 23, 2019
Why Brand Stewardship Matters
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September 29, 2019
Diagram of Ensemble’s Investment Philosophy
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August 11, 2019
Why We Sold This Controversial Stock
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July 28, 2019
Why Boring Stocks Are Beautiful (And May Be Risky Today)
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July 6, 2019
Moat Erosion Starts Behind the Castle Walls
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June 24, 2019
Going from Rule Breaker to Rule Maker
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May 11, 2019
Looking for the Next ROIC Machine
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March 22, 2018
The Two Things We Look for in a Management Team
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