TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
Oct 18, 2020•1 hr 2 min•Ep 319•Transcript available on Metacast Episode description
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
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Arif Karim’s company, Ensemble Capital.
Ensemble Capital’s educational blog.
Ensemble Capital’s Twitter.
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