MI196: Value Investing in the Digital Age w/ Adam Seessel

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.

EPISODE RESOURCES

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Read this episode’s transcript and full show notes on our website.

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