TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)

59:30
 
Share
 

Manage episode 274697934 series 1394353
By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this episode, you'll learn:

  • What is the intrinsic value of Charles Schwab
  • The importance of networking effects in wealth management
  • Why the two most important metrics in wealth management is AUM growth and NIM
  • How to value a financial service company
  • What the expectation is for inflation, and the impact for Charles Schwab
  • Ask the Investors: When do you understand an asset well enough to invest in it?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Arif Karim’s company, Ensemble Capital
  • Ensemble Capital’s educational blog
  • Ensemble Capital’s Twitter
  • Subscribe to "Real Vision: Finance, Business & Global Economy” on Apple Podcasts, Spotify or wherever you listen to podcasts.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged.
  • Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter.
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors

329 episodes