Introduction

This chapter discusses the importance of pricing power for a company in an inflationary environment, the exclusivity of Ferrari models for their best customers, and an interview about Ferrari's investment case.

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Episode notes

Clay Finck chats with Arif Karim about the importance of pricing power, the investment case for Ferrari stock, and much more!

Arif is a senior investment analyst at Ensemble Capital. Before joining Ensemble Capital, he was a senior investment analyst and co-portfolio manager at Kilimanjaro Capital.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:03 - The importance of pricing power for a company operating in an inflationary environment.

04:06 - How an investor can determine whether a company has adequate pricing power or not.

09:39 - Why Costco has spectacular pricing power, despite their very low margins.

15:52 - The investment case for Ferrari.

38:58 - What an idiosyncratic business is.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Ensemble Capital’s Blog: Intrinsic Investing.
Related episode: Listen to MI149: Peter Lynch & GARP Investing w/ Robert Reynolds, or watch the video.
Related episode: Listen to TIP376: The Value Of Netflix w/ Arif Karim, or watch the video.

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Connect with Arif: Website | Twitter | LinkedIn

Connect with Clay: Twitter

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