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.
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):
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.
Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.