Enterprising Investor
Practical analysis for investment professionals

Todd Wenning, CFA

3 Posts

Biography

Todd Wenning, CFA, is a senior investment analyst at Ensemble Capital

Ethics Statement

Todd Wenning, CFA, is a senior investment analyst at Ensemble Capital.

Author's Posts
Book Review: Concentrated Investing

Sharing insights from top value investors, the authors discuss the strategies that make concentrated value investing profitable while revealing how to reduce and manage risk over time.

Book Review: Inside the Investments of Warren Buffett

In four parts, author Yefei Lu covers specific cases from Warren Buffett’s career. Lu digs through old annual reports, Moody’s Investors Service manuals, and partnership letters to provide the reader with the key data points and metrics that Buffett would have seen when he first researched the 20 businesses. This kind of valuation work should be of great interest to equity analysts and value-minded portfolio managers.

Book Review: A Theory of Accumulation and Secular Stagnation

The author investigates Thomas Malthus’s theories of secular stagnation and uses his findings to shed light on the sluggish growth and lethargic employment rates that have recently plagued the US economy.



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