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.

For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.

While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.