Value Investing in the Digital Age w/ Adam Seessel (MI196)

Clay Finck chats with Adam Seessel about investing in tech companies from a value investing perspective, the #1 thing Adam looks for in a quality company, why he likes Apple, Microsoft, Amazon, and Google’s stock, but avoids Netflix and Facebook, why you can’t consider the GAAP financial statements at face value when analyzing tech companies, how Adam considers a fair price to pay for his value picks, and so much more!

Adam Seessel is the founder of Gravity Capital Management and author of Where the Money Is.

IN THIS EPISODE, YOU'LL LEARN:
00:00:00 - Intro
00:00:26 - Why the game has changed for traditional value investors.
00:05:37 - Why Apple is the only sizable tech position Berkshire Hathaway has taken.
00:13:25 - Why Adam looks at price last during his investment process.
00:14:42 - The #1 thing Adam looks for in a quality company.
00:20:10 - Why Adam likes Apple, Microsoft, Amazon, and Google’s stock, but avoids Netflix and Facebook.
00:30:53 - Why you can’t consider the GAAP financial statements at face value when analyzing tech companies.
00:40:55 - How Adam considers a fair price to pay for his value picks.
00:54:16 - How the higher growth companies might perform during a rising rate environment.

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📖BOOKS MENTIONED:
Where the Money Is by Adam Seessel: https://amzn.to/3P8PmUW

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁

💡OTHER RESOURCES
Connect with Adam:   / adam-seessel-89872911  
Robert and Clay’s tool for picking stock winners and managing our portfolios, TIP Finance: https://www.theinvestorspodcast.com/t...
Check out our Investing Starter Packs about business and finance: https://www.theinvestorspodcast.com/m...

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₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    • ⚡️ Bitcoin Fundamentals 🔑  

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