TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Intro
The hosts discuss the intrinsic value of Charles Schwab's stock, emphasizing its attractive price-to-value ratio in the current market. The chapter features a guest expert who enriches the conversation, making it a valuable resource for investors navigating inflated asset prices.
Arif Karim talks about a deep value pick, Charles Schwab. After graduating from MIT more than two decades ago, Arif entered the financial investment space. He’s now the senior investment analyst at Ensemble Capital Management.
IN THIS EPISODE, YOU’LL LEARN:
- What is the intrinsic value of Charles Schwab?
- The importance of networking effects in wealth management.
- Why the two most important metrics in wealth management is AUM growth and NIM.
- How to value a financial service company.
- What the expectation is for inflation, and the impact for Charles Schwab.
- Ask the Investors: When do you understand an asset well enough to invest in it?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Arif Karim’s company, Ensemble Capital.
- Ensemble Capital’s educational blog.
- Ensemble Capital’s Twitter.
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