1 rich Libsyn https://www.libsyn.com 90 600 Please read important disclosures at www.ensemblecapital.com/holdings. During our second quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, as well as recent portfolio performance. There’s a Q&amp;amp;A with the team at the end of the presentation. This is an audio replay of the full webinar. Intrinsic Investing https://intrinsicinvesting.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/23764988/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/23764988