MI154: Pricing Power & Ferrari Stock w/ Arif Karim
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
Technology, Is It a Good Idea?
Technology companies are able to absorb increased cost, because they might not have raw materials. But if you're absorbing the priceing pressure of your inputs and not able to pass on that ris in cost to your customers, that signals there's a temporal aspect to it. If you can't pass on those increases in costs, that signals that maybe there's not quite pricing power there. The value youare offerin is actually an important part of their consumption, and its valuale to the customer relative to their basket of goods theyre buying from elsewhere.
Transcript
Play full episode
