MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim
The Intrinsic Value Podcast - The Investor’s Podcast Network
Building a Community of True Fans
Exploring the similarities between Ferrari, Apple, and Tesla in creating a passionate community of loyal customers who eagerly anticipate new releases and share a universal feeling of excitement and passion.
Clay Finck chats with Arif Karim about the importance of pricing power, the investment case for Ferrari stock, and much more!
Arif is a senior investment analyst at Ensemble Capital. Before joining Ensemble Capital, he was a senior investment analyst and co-portfolio manager at Kilimanjaro Capital.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
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 their very low margins.
15:52 - The investment case for Ferrari.
38:58 - 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.
- Check out Ensemble Capital’s Blog: Intrinsic Investing.
- Related episode: Listen to MI149: Peter Lynch & GARP Investing w/ Robert Reynolds, or watch the video.
- Related episode: Listen to TIP376: The Value Of Netflix w/ Arif Karim, or watch the video.
NEW TO THE SHOW?
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- Browse through all our episodes (complete with transcripts) here.
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SPONSORS
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Connect with Arif: Website | Twitter | LinkedIn
Connect with Clay: Twitter
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