What's the Magic of Frari Reh?

Frari is the same thing, only at a different riley. With people changing jobs and sales moving to a more virtual world, you need to get in front of customers when they're ready to buy. We love companies that can improve your financial well being. I vet sponsors carefully to make sure they can deliver a great experience to our listeners.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

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 its very low margins.
19:51 - The investment case for Ferrari.
42:57 - 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.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Ensemble Capital’s Blog - Intrinsic Investing.
Related episode: MI149: Peter Lynch & GARP Investing w/ Robert Reynolds.
Related episode: TIP376: The Value Of Netflix w/ Arif Karim.
Get a FREE audiobook from Audible.
Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
Check out our Investing Starter Packs about business and finance.

SPONSORS

Support our free podcast by supporting our sponsors:

Range Rover
Toyota
Public
Airbnb
Found
NetSuite

Read this episode’s transcript and full show notes on our website.

Connect with Arif: Website | Twitter | LinkedIn

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests