The Intrinsic Value Podcast - The Investor’s Podcast Network MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim
Jul 28, 2023
Arif Karim, senior investment analyst at Ensemble Capital, discusses the importance of pricing power, Costco's spectacular pricing power with low margins, the investment case for Ferrari, and the concept of idiosyncratic businesses.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Importance of Pricing Power and Its Relation to Inflation and Input Costs
02:25 • 11min
Costco's Pricing Strategy and Leverage in the Value Chain
13:27 • 6min
The Exclusivity and Pricing Power of Ferrari
19:45 • 18min
Building a Community of True Fans
37:38 • 4min
Ferrari's Idiosyncratic Business
41:55 • 15min
Connecting with the Guest and Inviting Them Back
56:30 • 2min