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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.
Trupanion (TRUP) provides monthly medical insurance for cats and dogs. It is headquartered in Seattle, WA. Eleven other companies are scheduled to IPO for the week of July 14, 2014. The full IPO
TubeMogul ($TUBE) is an enterprise software company for digital branding, by reducing complexity, improving transparency, and leveraging real-time data. It is headquartered in Emeryville,
Complete IPO calendar HERE  (1) Based in Beltsville, MD, TerraForm Power ($TERP) scheduled a $401 million IPO on the Nasdaq with a market capitalization of $1.87 billion at a price range