Sean Stannard Stockton
President and chief investment officer of Ensemble Capital, a firm managing over $900 million with a Buffett-style value investing approach.
Top 3 podcasts with Sean Stannard Stockton
Ranked by the Snipd community
Jan 8, 2021 • 1h 24min
Sean Stannard Stockton - A Renaissance Investor
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.
Feb 9, 2020 • 59min
TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)
In this engaging discussion, Sean Stannard-Stockton, President of Ensemble Capital, dives into the intrinsic value of Mastercard. He sheds light on how Apple's innovations have reinforced Mastercard's market position in payments. The conversation highlights the growth opportunities in fintech and the competitive landscape, particularly with emerging players. Sean also shares insights on managing investment risks and offers practical advice for novice investors on building a balanced portfolio.
Nov 3, 2019 • 51min
TIP267: An Intrinsic Value Assessment w/ Sean Stannard-Stockton (Business Podcast)
Sean Stannard-Stockton, President and CIO of Ensemble Capital, dives deep into the intrinsic value of First Republic Bank. He explains why the bank operates like a retail business with exceptional customer service aimed at high-net-worth individuals. The discussion reveals key metrics for valuing banks, including tangible book value, and offers insights on navigating low interest rates and Bitcoin's rising influence. Stannard-Stockton also shares valuable tips on stock picking, particularly for busy investors balancing full-time jobs.
