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

We Study Billionaires - The Investor’s Podcast Network

English - October 18, 2020 03:22 - 1 hour - ★★★★★ - 3.1K ratings
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Previous Episode: TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

Next Episode: TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast)

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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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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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.

Twitter Mentions

@intrinsicinv