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.

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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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