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?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  00:00
You’re listening to TIP.

Preston Pysh  00:01
Hey, how’s everyone doing out there? I think you guys are going to really enjoy today’s show. We have the talented Arif Karim, who’s the senior investment analyst from Ensemble Capital Management, with us.

In the first part of the show, Arif talks about how he has adjusted his portfolio based on the impacts of COVID-19. Then, in the second half of the show, he provides an intrinsic value pitch for the fascinating medical technology company, Intuitive Surgical. Finally, at the end of the show, we field a question from the audience about how the market can possibly be attempting new highs, even though we’re seeing all-time unemployment numbers and a devastated workforce. So, without further delay, let’s get started.

Intro  00:38
You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen  01:02
Welcome to The Investor’s Podcast. I’m your host, Stig Brodersen. As always, I’m accompanied by my co-host, Preston Pysh. Today’s main topic is investing through COVID-19. And in the second part of the interview, Arif is also pitching a stock for us Intuitive Surgical, which I think you will find very interesting. 

Arif, welcome to our show!

Arif Karim  01:25
Hey, thanks, Stig, and thank you for having me. I appreciate having a chance to chat with you.

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BOOKS AND RESOURCES

• Arif Karim’s company, Ensemble Capital.
• Ensemble Capital’s educational blog.
• Ensemble Capital’s Twitter.

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