My guest on the show today is Sean Stannard-Stockton, the President and CIO of Ensemble Capital, an investment and wealth management firm that has built up quite a following on social media as a result of its consistent output of thoughtful content. Sean and his team of analysts manage over a billion dollars in equities, consisting of a concentrated portfolio of super high-quality businesses. The team has developed a rigorous competitive advantage assessment process that is designed to identify only those companies with durable moats.

In this wide-ranging conversation, Sean and I discuss:

• How Ensemble employs its competitive advantage framework when construction a portfolio;
• The benefits of having a wealth management arm alongside an investment management business;
• The rationale for creating and sharing so much thoughtful content on Twitter and the firm’s blog;
• His personal definition of a compounder; and
• What harmony and disharmony look like within an investment process

For more information about Ensemble Capital, please visit: https://ensemblecapital.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.