Ludo Thomasson @LudoThomasson
Dad, husband, lifelover, investor, & traveler. Sr. Wealth Manager & Owner @EnsembleCapital Disclosures: https://t.co/qoLZgpFjhU ensemblecapital.com Piedmont, CA Joined September 2012-
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Join us for our summer upcoming quarterly investment webinar on 7/11.@IntrinsicInv, Arif Karim, CFA® and Todd Wenning, CFA will discuss the current market and economic conditions, and two of our portfolio holdings: Alphabet Inc. (GOOGL, GOOG) and ServiceN…lnkd.in/gCTpvGNy
Exciting news! We are recruiting an investment analyst. The investment analyst position identifies and researches companies for inclusion in Ensemble Capital Management equity portfolio using the collaborative framework the team ha…lnkd.in/dQt8kBmT lnkd.in/dPg2jfes
Thank you, @alihibbs, and WealthManagement.com for this wonderful profile of Ensemble Capital Management. I have been very blessed with our current success and how we have been growing our firm while focusing on adding amazing e…lnkd.in/gaEmwR5K lnkd.in/gZ9geJFp
Check out this amazing new AI product from my friend @Tipodean . lnkd.in/gQ_jz_YE
Happy New Year! Great to see Sean on CNBC yesterday to discuss Booking.com (BKNG) and Google (GOOGL). lnkd.in/ge9sqjZB
Thanks Portfolio Summits for the opportunity to moderate this amazing panel this morning in front a very sophisticated professional group of investors and independent advisors. lnkd.in/ghwRGmRM
Join us for our upcoming investment update webinar next week! With so much market volatility, Sean and his team will discuss our current views and share some interesting updates on our portfolio. lnkd.in/gsWmCKe5
Our next webinar is coming up on Monday, July 11, at 1:30 Pacific (4:30 Eastern). There are many things on investors' minds right now, so after some opening remarks, we'll open it up to live Q&A rather than do two company discussions. See you there! ensemblecapital.zoom.us/webinar/regist…
Join us for Ensemble Capital Management second quarter 2022 investment update. Ensemble Capital’s Chief Investment Officer, @IntrinsicInv, and Senior Investment Analysts, Arif Karim, CFA® & Todd Wenning, CFA, will describe current…lnkd.in/gcbnvbFu lnkd.in/ghqFhVd8
Global platform demand #streamingwars (Bloomberg)
Come join my team at Ensemble Capital Management. I am hiring a Client Service Manager’s. The main role is to act as a liaison between the leadership and Client Service Advisory teams to implement projects and develop, manage, and…lnkd.in/gbHSrcCY lnkd.in/gaRp_es2
A furious, emotional and fed up Steve Kerr pleaded with senators to do something about the mass shootings.
I’m #hiring. Do you know anyone who might be interested in working with me at Ensemble Capital Management? The Client Service Manager’s role is to act as a liaison between the leadership and Client Service Advisory teams to implement projects and develop,…lnkd.in/gSRTyxZ4
Opportunity to work for a great company and good cause! lnkd.in/gDUhGvhf
Quality growth companies, like some of the ones we own in our equity investment strategy, have been hit particularly hard in the face of rising stagflation concerns. Here's how we're thinking through this present challenge. @intrin…lnkd.in/g7nXxd9R lnkd.in/gh-n3ENW
If @GavinNewsom can attend an indoor mega-event MASKLESS with tens of thousands of other maskless fans, then so can our kids at school, especially when playing at recess! #NoMore #UNMASKOURCHILDREN
I am excited to welcome Kelly Macias to our team as Ensemble Capital Management's director of talent and culture. Kelly brings with her more than two decades of experience focused on diversity, equity and inclusion, and organizational development. Kelly w…lnkd.in/gQRUMQiE
Continuing to sacrifice kids' needs to adult agendas is not progressive. Tweeting that schools should close is not progressive. Saying "kids are resilient" is not progressive. Ignoring the effects of school closures on moms' careers is not progressive. 1/n
"..We think the current market price and consensus estimates incorrectly reflect a return to past console cycle patterns." - Todd Wenning, CFA, Sr Analyst at Ensemble Capital Management, challenges the consensus outlook on Nintendo and makes a case for Ni…lnkd.in/gA_yBTbE
🚨Thread Time🚨 1/💩-ton (but far fewer than I'd have guessed a few weeks ago) Buckle up, b/c it's time to break down the Build Back Better Act A year in the making but seems we now have what's likely the final bill text of this infrastructure/tax bill: rules.house.gov/sites/democrat…
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I am running for Mayor of San Francisco to bring a new era of leadership that this moment demands. I have a proven track record of building diverse teams, challenging bureaucracy and political obstacles, and delivering results.
The replay of our Q1 video call is now available. On the call, we discussed the dramatic disinflation occurring in the US, how our portfolio holdings are adopting AI, and provided an update on our long time investment in Netflix $NFLX. intrinsicinvesting.com/2024/01/22/ens…
@JovankaBeckles UC Berkeley is a State-owned public institution, nothing 'Corporate' about it, many students are literally homeless. This couldnt be a more out of touch take.
Register now for our quarterly client update on Jan 9th at 1:30pm pacific time. This quarter, we’ll be talking about the dramatic disinflation occurring in the US, how our portfolio holdings are adopting AI, and providing an update on Netflix $NFLX. intrinsicinvesting.com/2024/01/03/ens…
Ryan Russell, renowned designer, entrepreneur, educator and most recently, best-selling children’s book author/illustrator, peacefully passed away at home in State College on Monday after bravely battling brain cancer for the last 17 months. He was 41. my-grey-matters.com/grey-blog/rip-…
Continuing to add new details to this story on the rift between Sam and Ilya: - @sama is shocked and saddened but "upbeat" - @satyanadella was "blindsided" and is furious - Sam will likely start another company with all the researchers leaving @OpenAI bloomberg.com/news/articles/…
16/16 Here's the link to the full video update. Do you like this summary? Should we do these in the future? We'll try the same with our $MA and $ADI profiles over the next few days. intrinsicinvesting.com/2023/10/23/ens…
1/16 Our quarterly client video update is now live. In the thread below we've summarized our economic and market comments. In the days ahead will do the same for the profiles we offered on Mastercard $MA and Analog Devices $ADI. intrinsicinvesting.com/2023/10/23/ens…
Touché mais pas coulé. Show must go on ⚔️. Hâte de retrouver le groupe ⏳ Merci pour vos messages
Sean and Todd representing Ensemble at Berkshire 2023
Ensemble Capital is seeking to add an investment analyst to our team. If you have strong skills in competitive advantage analysis and would like learn more, please DM us for details. We'll be at Berkshire Hathaway this weekend if you'd like to speak with us about the position.
Next Tuesday at 1:30pm pacific time we will be hosting our quarterly webinar. We'll be discussing economic and market conditions, a selection of our portfolio holdings, and our long time investment in First Republic. ensemblecapital.zoom.us/webinar/regist…
"GitHub is this platform where companies host code, collaborate on code, share code, test code. We're the same way, but for machine learning artifacts." blog.eladgil.com/p/video-and-tr…
Unbelievable satellite imagery of one of the most intense March cyclones on record for California with the eye of the storm making landfall near San Francisco. Amazing.
This one time I texted our @firstrepublic banker at 10PM on a Friday some dumb question, expecting to hear back Monday. He texted back immediately. Later, I learned he was at a wedding: his own. I never texted him late again. Anyway, they are great and deserve your support.
Live shot of the First Republic Bank branch on Park Ave in Manhattan. No lines outside. Barely anyone inside. But this is less interesting to tweet.
We'll share information about operations today as soon as we have it available. While we wait here's a photo from the top of the Gold Coast lift last night. Photo by Nick McMahon. #palisadesops
This isn't something you see every season! Today at Alpine Gene Urie from patrol installed an extension on the Three Sisters snow stake in anticipation of the incoming storm. We're expecting several FEET of snow in the next few days. Photo by Evan Salke, Alpine Patrol.
$BKNG recently showed up on a list of companies with the largest spread between GAAP and non-GAAP results. So it's ironic to see them report non-GAAP results that were below GAAP and offer a soliloquy on why SBC is very much a real cost
It doesn't matter how much research comes out documenting the massive harms of closed schools, enforced isolation for kids (or the evidence that it made very little diff in # of Covid deaths). They'll just keep on calling us shitty privileged parents for advocating for our kids
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