Talking Billions with Bogumil Baranowski
Business:Investing
I’ve been an avid reader of Sean’s articles for many years. Sean and his team have a very thoughtful way of presenting sometimes not so intuitive or easy investment concepts. Sean together with Todd Wenning have been regularly sharing their experience and knowledge through writing. I highly recommend checking the episode notes for links, and looking up their work and articles. Sean Stannard-Stockton is president and chief investment officer of Ensemble Capital, which he co-founded in 2004. Ensemble manages $1.5 billion on behalf of approximately 240 high net worth families and institutions. Their core equity strategy is a focused portfolio of 20 to 25 competitively advantaged companies. • We talked about Sean's childhood and upbringing, exploring how it influenced him and paved his career path. • We discussed Sean's article on Value, Growth, Intrinsic Investing. • Sean shared insights into the intriguing concept of the equity anxiety premium, explaining how "premium returns come from the successful management of anxiety." • We touched upon the idea of equity duration. Sean elaborated on how stocks can be viewed as bonds, and lessons from the Nifty Fifty stocks of the 1970s. • Sean shared his experiences with COVID-era pandemic investing, reflecting on the unique challenges and insights from his perspective during this time. • Sean shared his thoughts on an interesting theme he's touched upon in his writings: the consistent underpricing of wonderful companies in the market. • We discussed portfolio construction in detail, exploring topics like the number of stocks, sizes, turnover, holding period. • We also talk about remote work, and Sean’s firm’s experience working remotely. • To conclude, we talked about Sean's personal and professional definitions of success, getting a deeper understanding of what drives and motivates him. • Stay tuned until the end, when we discuss benchmarks and outperformance. Company site: https://ensemblecapital.com/ Blog: https://intrinsicinvesting.com/ Twitter: https://twitter.com/IntrinsicInv ---- NEVER INVESTMENT ADVICE.
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