Read on Twitter
I've recently been obsessed w/ Ensemble Capital and their "modern day Buffett" style of investing - clear long term thinking around both competitive advantages & valuation.
During these hectic times I think everyone needs a dose of common sense, so here are my fav interviews;
During these hectic times I think everyone needs a dose of common sense, so here are my fav interviews;
The most recent one w/ Sean, on @BillBrewsterSCG amazing new podcast which I really recommend. They talk about Covid, position sizing, rollups, $NFLX and *a lot* more. https://open.spotify.com/episode/457moMWnPemKoVkLm7lHWt?si=PxUVnvkGQ96yTh_SDM2HZw&utm_source=copy-link
Here's one with both @ToddWenning & Sean on the just as amazing @Greenbackd podcast https://open.spotify.com/episode/5zJNCWm1p1EpV4ZxsJDz0c?si=Hpz_8iG5RJOz8x1-CEfkJg&utm_source=copy-link
Great interview where Sean explain the Ensemble investment process on @investing_city podcast which I really appreciate https://open.spotify.com/episode/6Ch3W2qYCqKcSe352D0QGm?si=0Ko94OW_Rfeiz5Ki_Z8jUw&utm_source=copy-link
This one's mostly on $MA and why the company's network effects are so insanely powerful, but Sean also riffs a lot on how to think about valuations and how to assess competitive advantages https://open.spotify.com/episode/3BVNW82m6tUXLNzOSghcLm?si=uh3KR7NVSIe65azXmymbow&utm_source=copy-link
This one's also full of wisdom around the long term Ensemble investment process, on the great @PlanetMicroCap
w/ @BobbyKKraft https://open.spotify.com/episode/2Xg0bUPfkP5hcFZUHNhppV?si=M97m27R8RSmDZCvPwgKpgQ&utm_source=copy-link
w/ @BobbyKKraft https://open.spotify.com/episode/2Xg0bUPfkP5hcFZUHNhppV?si=M97m27R8RSmDZCvPwgKpgQ&utm_source=copy-link
