MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 28 July 2023
⏱️ 59 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | On today's show, we've started to reshare some older episodes that are my favorite for a few |
| 0:07.5 | reasons. |
| 0:08.6 | One, we get a bunch of new listeners each week, so the new listeners may not have heard this |
| 0:13.2 | episode before. |
| 0:14.6 | Two, even if you've been listening for a while, you may have missed this episode when it |
| 0:19.2 | originally came out. |
| 0:22.5 | Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this |
| 0:27.2 | episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that, |
| 0:31.7 | and you can pick up with our new episodes next week. All right, guys, that's all I had for you |
| 0:36.5 | for this new intro. Everything going forward |
| 0:39.3 | is going to be from the original show. Hope you guys enjoy it. And so the most exclusive, |
| 0:47.7 | most limited models are reserved for their best customers. And these are the ones that, you know, |
| 0:52.0 | get access to actually be able to buy, you know, a million or $1,a-fririi. And the crazy thing is that if you get an invitation, |
| 0:57.6 | you don't say no. Because once you get delivery of this Ferrari on your driveway, once it gets |
| 1:03.5 | your driveway, it's immediately worth much more than what you gave for it because of that big |
| 1:07.6 | difference in supply and demand. |
| 1:12.3 | On today's episode, I am joined by RF Kareem. |
| 1:16.5 | RF holds a degree in economics from MIT and is a senior investment analyst at Ensemble |
| 1:22.3 | Capital. |
| 1:23.4 | During the episode, we chat about the importance of pricing power for a company operating |
| 1:27.9 | in an inflationary environment, how an investor can determine whether a company has adequate |
... |
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