MI154: Pricing Power & Ferrari Stock w/ Arif Karim

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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