MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim

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.

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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.

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Connect with Arif: Website | Twitter | LinkedIn Connect with Clay: Twitter

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