The Intrinsic Value Podcast - The Investor’s Podcast Network

MI154: Pricing Power & Ferrari Stock w/ Arif Karim

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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


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        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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