ARIF KARIM’S INTERVIEW WITH THE INVESTORS PODCAST DISCUSSING SCHWAB

8 December 2020 | by Ensemble Capital

Ensemble Capital’s Senior Investment Analyst, Arif Karim, recently had the pleasure of speaking with Stig Brodersen and Preston Pysh on their Investors Podcast show We Study Billionaires about our investment thesis on Charles Schwab (SCHW).

During the interview, Arif discussed:

  • Schwab’s history and  business evolution from its roots as a modest discount broker into one of the largest custodian of assets with over $4T of client assets.
  • The intermingled role of scale and culture in driving efficiency, customer value proposition, and competitive advantage for Schwab.
  • Importance of Schwab Bank in supporting low fees for all client services while generating a strong return for shareholders.
  • The impact of interest rates and inflation to Schwab’s business through the business cycle.

To listen to the interview, please click on the link here.

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.

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.