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The Acquirer’s Podcast: Ensemble Capital — Competitive Advantage, Long-Only, Concentrated, High Conviction, High Quality

Tobias Carlisle chats with Sean Stannard-Stockton, President and Chief Investment Officer, and Todd Wenning, Senior Investment Analyst, of Ensemble Capital.
Citizens Financial Group (CFG) is the 13th largest retail bank holding company in the United States according to SNL Financial with $130.3 billion of total assets as of June 30, 2014. It is
Financials are on an upswing as of late, and have a strong chance to overtake technology and once again become the most valuable sector in the S&P 500. The Big Four banks often get the most