Hi everyone, I recently joined Ensemble Capital as a senior investment analyst and will be contributing posts to Ensemble's excellent...

Whether or not you should meet with a company's management team is a debatable topic among fundamental investors. Those against meetin...

One of the unexpected benefits of working overseas early in my career was learning about investors I probably wouldn't have come across...

One night a few weeks ago, I sketched out my investment philosophy in a “one pager” format.  I found the process to be useful, so I share...

In December, I wrote about the rare and powerful " moat and knight " combination - a company with a defensible competitive advant...