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

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
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




NEW TO THE SHOW?




SPONSORS

Support our free podcast by supporting our sponsors:


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

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


Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Continue reading...
 

Similar threads

W
Replies
0
Views
23
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
36
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
29
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
22
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
23
We Study Billionaires - The Investor’s Podcast
W
Back
Top