The Intrinsic Value Podcast - The Investor’s Podcast Network
MI196: Value Investing in the Digital Age w/ Adam Seessel
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Show notes
IN THIS EPISODE, YOU’LL LEARN:
02:01 - Why the game has changed for traditional value investors.
06:17 - Why Apple is the only sizable tech position Berkshire Hathaway has taken.
13:10 - Why does Adam looks at the price last during his investment process.
14:55 - The #1 thing Adam looks for in a quality company.
22:38 - Why Adam likes Apple, Microsoft, Amazon, and Google, but avoids Netflix and Facebook.
29:30 - Why you can’t consider the GAAP financial statements at face value when analyzing tech companies.
42:34 - How Adam considers a fair price to pay for his value picks.
53:57 - How the higher growth companies might perform during a rising rate environment.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Adam’s book, Where the Money Is.
SPONSORS
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Fiscal.AI
Read this episode’s transcript and full show notes on our website.
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Connect with Clay: Twitter
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