Millennial Investing Podcast Hosts Arif Karim
Ensemble senior investment analyst Arif Karim was recently interviewed by Clay Fink on the Millennial Investing. Their discussion focused on the topic of pricing power and companies that exhibit this characteristic, which is a key benefit of competitive differentiation. They also discussed specific examples of portfolio companies such as Ferrari and Costco in relation to this characteristic.
More about our thesis on Costco can be found here.
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