[Tree] Ensemble Capital Management Q1 2024 performance and market analysis

Version 0.02 (2024-04-13 10:19:26.379000)

updates: Ensemble Capital Management's Q1 2024 performance and market analysis

Version 0.01 (2023-12-10 06:19:14.406000)

updates: Addition of Pernas Research's Q3 2023 Investor Letter

Version 0.0 (2023-11-27 13:48:52.561000)

updates: