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MI196: Value Investing in the Digital Age w/ Adam Seessel
Manage episode 334793518 series 2539397
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
Support our free podcast by supporting our sponsors:
Read this episode’s transcript and full show notes on our website.
Connect with Adam: LinkedIn
Connect with Clay: Twitter
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
633 에피소드
Manage episode 334793518 series 2539397
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
Support our free podcast by supporting our sponsors:
Read this episode’s transcript and full show notes on our website.
Connect with Adam: LinkedIn
Connect with Clay: Twitter
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
633 에피소드
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