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MI154: Pricing Power & Ferrari Stock w/ Arif Karim
Episode 253
Published 4 years ago
Description
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
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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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