MI154: Pricing Power & Ferrari Stock w/ Arif Karim
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Introduction
i am joined by r f karem. Rf holds a degree in economics from m i t and is a senior investment analyst at insemble capital. During the episode, we chat about the importance of pricing power for a company operating in an inflationary environment. Why cosco has spectacular pricing power despite their very low margins,. The investment case for ferrari, whatn't idiosyncratic businesses, and a whole lot more.
Transcript
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