TIP302: Investing During COVID-19 & Intrinsic Value Assessment of Intuitive Surgical w/ Arif Karim (Business Podcast) - We Study Billionaires - The Investor’s Podcast Network | Lyssna här

Arif Karim talks about how he has adjusted his portfolio based on the impacts of COVID-19. He provides an intrinsic value pitch for the fascinating medical technology company, Intuitive Surgical. Arif is the senior investment analyst from Ensemble Capital Management.

IN THIS EPISODE YOU’LL LEARN:

How to manage your portfolio during COVID-19.

How to profit from secular trends.

How to value a high growth company.

What is the intrinsic value of Intuitive Surgical?

Ask the Investors: Why is the economy not the stock market?

BOOKS AND RESOURCES

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Arif Karim’s company, Ensemble Capital.

Ensemble Capital’s educational blog.

Ensemble Capital’s Twitter.

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