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Listen "Ensemble Capital Third Quarter 2022 Webinar Replay"
Episode Synopsis
During our third quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings NVR and Schwab, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
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