A brief review of the GW Investment Institute Investment Framework, BMPB, Business, Management, Price vs. Valuation, and Balance Sheet.
Pricing power is a measure of how much a change in the price of a product will affect the quantity demanded. Investors care about this concept because it shows the extent to which companies can pass costs to customers without harming their sales or margins. In this program, Rodney Lake, Director of the GW Investment Institute, discusses: when companies have pricing power, why it’s particularly important in the current economic environment, and a few examples from recent earnings reports.
Semiconductors are essential for many products, such as: computers, phones, gaming consoles, medical equipment, cars etc. and therefore their demand skyrocketed during the COVID-19 pandemic. There were a record number of semiconductors sold in 2021, but they also faced supply chain issues and there was an increase in their cost partly due to these issues and also the increasing rate of inflation. After talking about the economy through the lens of semiconductors, I shared some informatio...