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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim
Description: 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 - Intro02:03 - 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 - Wh...