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.

The Interview can be found here on the show’s website along with a transcript as well as on YouTube.

Our thesis on Ferrari can be found here and how its unique relationship with its customers shapes its pricing strategy here.

David Lee is a Ferrari collector and his testimonials on YouTube offer a great example of collectors’ passion and journey with the brand. A couple of highlights can be found here and here.

More about our thesis on Costco can be found here.

We’ve also described more about the topic of pricing power, with Old Dominion Freight Lines and Netflix as examples here and here.

 

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