Follow the Leader

05/30/2021

Ensemble Capital’s Sean Stannard-Stockton, Arif Karim and Todd Wenning explain why they think the highest-quality businesses can often be mispriced, the three main investment traps they look to avoid, the macro trend even macro-agnostic investors should heed, and why they see unrecognized upside today in Home Depot, NVR, Masimo and Netflix.


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