Adam Seessel: Where the Money Is: Value Investing in the Digital Age

Investing continues to change -- we talk about Ben Graham's lessons from one particular investment, and where the money is in this new era for investors.

Any stocks mentioned today, as always, are no recommendations; they are case studies or illustrations — please do your own research and/or talk to an advisor, please.

My guest today is Adam Seessel. He is an author and professional investor with experience as an investigative reporter — which comes in handy in investing. He graduated summa cum laude from Dartmouth College and began his professional career as a newspaper reporter in North Carolina.

In 1995, Seessel took his research skills to Wall Street. He worked for Sanford C. Bernstein, Baron Capital, and Davis Selected Advisers before starting his own firm, Gravity Capital Management, which manages money for high-net-worth individuals and institutions.

In addition to running Gravity, Adam is a regular contributor for both Barron’s and Fortune magazines.

His book and this conversation made a big impact on me.

I like the idea of getting a bargain deal when I shop for everything from shoes to stocks and beyond.

Traditional value investing may be interpreted as static, the way Ben Graham bought cigar butt stocks, statistically cheap. Maybe we need a more dynamic view.

Adam does an incredible job explaining the evolution of value investing and proposes a new perspective regarding the future.

I know that Buffett changed and evolved as an investor; you’ll see how Adam has, too; I have to admit that I’m the first to challenge my assumptions and see how I can continuously learn and adapt to the ever-changing world.

Adam argues that money and investment opportunities might lie in the digital economy, and as long as investment principles remain the same, our methods might need to change.

I can’t wait to share this conversation with you, but before we get started — if you like Talking Billions, you might like my friend Matt Zeigler’s two podcasts: Just Press Record and The Intentional Investor. Matt’s two passions, music and family wealth, guide him through his fascinating and curious life.

On with the show. Adam is joining me from Manhattan, so don’t be surprised if you hear some faint city sounds in the background, such as sirens and more. Please help me welcome Adam Seessel!

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.