Arif Karim’s Interview with Chit Chat Money Podcast

11 June 2020 | by Ensemble Capital

Arif Karim, Senior Investment Analyst on Ensemble Capital’s research team, spoke with Ryan Henderson on the Chit Chat Money Podcast.

They spoke about Arif’s background (18:18) and how his winding journey from astrophysics to technology and value investing, traveling around the world, and starting his own business all shaped his investment philosophy that led him to joining like-minded colleagues at Ensemble Capital.

They also had an in depth discussion of why we believe Netflix (36:40), Ferrari (1:10:00), and Schwab ((1:24:00) have strong moats, their history, and business models.

Please click on the link to listen to Arif’s interview.

CCM Episode #74: Interview With Arif Karim


You can find more of our thoughts on Netflix, Ferrari, and Schwab by clicking on these links.

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