Episode notes
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
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Arif Karim’s company, Ensemble Capital.
- Ensemble Capital’s educational blog.
- Ensemble Capital’s Twitter.
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