Todd Wenning, Senior Investment Analyst at Ensemble Capital, importance of compounding investing with a dividend edge, Investing Matters Podcast - Episode 26

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode twenty-five, which is with the hugely talented, author, blogger, presenter and senior investment analyst at Ensemble Capital, Todd Wenning. Based in Cincinnati, Ohio, America, Todd is a senior investment analyst at Ensemble Capital. Before joining Ensemble, Todd was an analyst at Johnson Investment Counsel, where he worked on the firm's SMID cap strategy. Prior to that, Todd was a sell-side analyst at Morningstar, where he led Morningstar's equity stewardship methodology and covered companies in the basic materials, industrials, and consumer sectors. Earlier in his career, Todd worked for The Motley Fool, SunTrust Asset Management, and Vanguard. He holds a BA in History from Saint Joseph's University in Philadelphia and the Chartered Financial Analyst designation. With nearly 20 years of investment industry experience. Todd has been published or quoted in the Financial Times, Barron’s, MorningStar, Investors’ Chronicle, Motley Fool, Financial Analysts Journal and numerous other media outlets. He also the wrote the brilliant book called Keeping Your Dividend Edge (2016) and contributed a chapter to Morningstar's book, Why Moats Matter (2014). Todd. In this Investing Matters podcast, I discuss with Todd, his methodology for identifying the companies or brands that have the potential for consistent outperformance. The importance of Investing Moats, Quality of Management, importance of compounding investing with a Dividend Edge. How to identify the intrinsic and extrinsic motivation of management. The importance of buying the highest quality companies with moats for long-term compounding investment success. The investing philosophy of Ensemble Capital and the Venn Diagram used to explain aspects of their investing strategies. We talk about SPACs, the Metaverse, the Hype cycle, his presentation at the Berkshire Hathaway annual event this year and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.