This article is authored by MOI Global instructor Todd Wenning, a senior investment analyst at Ensemble Capital Management, based in Burlingame, California. Visit Ensemble’s Intrinsic Investing website for additional insights.
“Sometimes, I am even asked why I can feel so optimistic about our future. The answer is simple; We are in a great business, with great people, great products and technology, and an unbeatable brand name.” —CEO George M. C. Fisher, 1997 Kodak Annual Report
Like many kids over the last 50-plus years, my four-year-old son recently got into LEGO. You might even say his interest in LEGO was inevitable. The LEGO brand is so powerful it’s just assumed that kids will play with their interlocking plastic bricks.
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About The Author: Todd Wenning, CFA
Todd 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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