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Episode notes

Arif Karim talks about how he has adjusted his portfolio based on the impacts of COVID-19. He provides an intrinsic value pitch for the fascinating medical technology company, Intuitive Surgical. Arif is the senior investment analyst from Ensemble Capital Management.

IN THIS EPISODE YOU’LL LEARN:

How to manage your portfolio during COVID-19.
How to profit from secular trends.
How to value a high growth company.
What is the intrinsic value of Intuitive Surgical?
Ask the Investors: Why is the economy not the stock market?

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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