The Business Brew Sean Stannard Stockton - A Renaissance Investor
Jan 8, 2021
Sean Stannard Stockton, CIO of Ensemble Capital Management, discusses running an investment firm during COVID-19, the need for companies to lead by example, thinking about serial acquirers, and his thoughts on position sizing. He also provides the best answer to an error of omission.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Speaker's Journey into the Investment World and Building Ensemble Capital
02:21 • 2min
Onboarding and Integrating Remote Employees
04:46 • 14min
Ownership and Exit of a Controversial Company
19:03 • 4min
Defending Business Model and Recognizing Mistakes
22:54 • 7min
The Impact of the Pandemic on Viewership Habits
29:58 • 27min
The Importance of Organic Growth and Valuation
56:32 • 28min