TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Understanding Business Valuation and Financial Assessment
This chapter explores the critical elements of business valuation, detailing how to dissect a company to evaluate its revenue streams, competitive position, and expenses. It also introduces TIP Finance as a valuable resource for analyzing businesses and managing investments.
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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- Browse through all our episodes (complete with transcripts) here.
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- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
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