Sean Stannard-Stockton

Ensemble Capital

1 interview in Graham & Doddsville.

Spring 2021 Interview, p. 26 ↗
Ensemble's three pillars (moat, management, forecastability), the Time Warner mistake, Mastercard as a case study, and a long walk through Home Depot.
Companies: Home Depot, Mastercard, Netflix, Time Warner, Live Nation Entertainment Moats Judging management Quality compounders