Sean Stannard-Stockton of Ensemble Capital Management joined the MOI Global community for a LIVE Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

Sean provided his perspective and share his wisdom in this turbulent time. As background, listen to Ensemble Capital’s recent coronavirus call and read Sean’s related article.

In the conversation below, Sean discusses:

  • Why “this time really is different,” but why this doesn’t mean investors should abandon the first principles of their investment process.
  • How Ensemble has evaluated whether it is willing to hold a company through the crisis, and why those that make it through will benefit so much.
  • How Ensemble is thinking about new long-term trends investors should consider when thinking about business conditions after coronavirus.

We are pleased to open access to this keynote Q&A session to intelligent investors and interested parties globally. Please read the disclaimers below.

Replay this session (recorded on March 31, 2020):

audio recording

Benefit from the wisdom Sean has shared with members in the past:

  • 2020: On Booking Holdings (Nasdaq: BKNG)
  • 2019: On Capitalism Without Capital
  • 2018: On the Likely Compounders of Tomorrow
  • 2017: On Competitive Advantage and Building a Firm
  • 2016: On Moats and Idea Generation

About the instructor:

Sean Stannard-Stockton, CFA is the president and chief investment officer of Ensemble Capital Management, and portfolio manager of the Ensemble Fund. In addition to advising the Ensemble Fund, Ensemble Capital manages $900+ million in separate accounts on behalf of high net worth families and institutions. Prior to working at Ensemble Capital, Sean worked at Scudder Investments. He holds a BA in Economics from the University of California, Davis and the Chartered Financial Analyst designation.

For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please click here.

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