TIP302: Investing During COVID-19 & Intrinsic Value Assessment of Intuitive Surgical w/ Arif Karim (Business Podcast)

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We Study Billionaires - The Investor’s Podcast

Guest
Arif Karim talks about how he has adjusted his portfolio based on the impacts of COVID-19. He provides an intrinsic value pitch for the fascinating medical technology company, Intuitive Surgical. Arif is the senior investment analyst from Ensemble Capital Management.



IN THIS EPISODE YOU’LL LEARN:

  • How to manage your portfolio during COVID-19.
  • How to profit from secular trends.
  • How to value a high growth company.
  • What is the intrinsic value of Intuitive Surgical?
  • Ask the Investors: Why is the economy not the stock market?



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