TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 18 October 2020

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Arif Karim talks about a deep value pick, Charles Schwab. After graduating from MIT more than two decades ago, Arif entered the financial investment space. He’s now the senior investment analyst at Ensemble Capital Management. IN THIS EPISODE, YOU’LL LEARN: What is the intrinsic value of Charles Schwab? The importance of networking effects in wealth management. Why the two most important metrics in wealth management is AUM growth and NIM. How to value a financial service company. What the expectation is for inflation, and the impact for Charles Schwab. Ask the Investors: When do you understand an asset well enough to invest in it? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Arif Karim’s company, Ensemble Capital. Ensemble Capital’s educational blog. Ensemble Capital’s Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. 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Transcript

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0:00.0	You're listening to TI-P.
0:03.0	On today's show, Stig and I have a reef curim back on the show to talk about an intrinsic
0:06.7	value assessment.
0:08.2	After graduating from MIT more than two decades ago, a reef entered the financial investment
0:12.4	space, and he's now the senior investment analyst at Ensemble Capital Management.
0:17.2	The purpose of these types of shows are to conduct deep dives into individual companies so
0:21.0	we can learn about the important aspects of valuation and the competitive nature for businesses
0:25.7	in its sector.
0:27.2	This discussion will be for a deep value pick and that's Charles Schwab.
0:30.7	So without further delay, here's our chat with the reef.
0:57.2	Welcome to the investors podcast.
0:59.2	I'm your host, Stig Brothersson, and as always, I'm accompanied by my co-host Preston
1:03.9	Pish.
1:04.9	I am very excited about the stock that we were talking about today, because with inflated
1:10.7	asset prices everywhere, I'll guess might have found a stock that trades is really attractive
1:16.7	price to value rate you.
1:18.8	The stock is Charles Schwab and to help us analyzing that stock we have already curimed
1:23.2	with us.
1:24.2	Welcome back on the show, Arif.
1:25.7	Hey, thanks Stig, I really appreciate it.
1:28.2	I always get to be on the show and great to talk to you.
1:31.4	We definitely love having you.
	...

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