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.

☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup.

✔️ Subscribe to Millennial Investing podcast show: https://open.spotify.com/show/7dnn22E...

🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/m...

📖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...

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:

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

📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    • 💰 We Study Billionaires 🥇  

🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    • 🏠 Real Estate 101 💵  

💸Get introduced to the world of investing with our Millennial Investing podcast show:    • 💸 Millennial Investing 🎯  

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

FOLLOW US ON SOCIAL MEDIA📱:

💻 Facebook:   / theinvestorspodcast  

👔 Linkedin:   / the-investor's-podcast  

🐦Twitter:   / tip_network  

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f...

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.