Show Notes: 3 Paycheck Realities you have to Accept!

On today’s show we have the senior investment analyst from Ensemble Capital Management, Arif Karim. Arif talks about how his portfolio has changed with COVID-19 and then he provides an intrinsic value assessment of Intuitive Surgical (ISRG).



  • 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?
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