Todd Wenning of Ensemble Capital Management shared his thesis on Masimo Corporation (US: MASI) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.
Replay the session (recorded on April 29, 2022):
slide presentation audio recording
This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)
About the speaker:
Todd Wenning is a senior investment analyst at Ensemble Capital. Before joining Ensemble, Todd was an analyst at Johnson Investment Counsel, where he worked on the firm’s SMID cap strategy. Prior to that, Todd was a sell-side analyst at Morningstar, where he led Morningstar’s equity stewardship methodology and covered companies in the basic materials, industrials, and consumer sectors. Earlier in his career, Todd worked for The Motley Fool, SunTrust Asset Management, and Vanguard. He holds a BA in History from Saint Joseph’s University in Philadelphia and the Chartered Financial Analyst designation.
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