Value Investing in the Digital Age w/ Adam Seessel (MI196)
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- Опубликовано: 4 июн 2024
- 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: amzn.to/3P8PmUW
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💡OTHER RESOURCES
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On Millennial Investing, I chat with Adam Seessel about investing in tech companies from a value investing perspective and so much more! What are your takeaways in this episode?💭 - Clay
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I am halfway through reading his book. I think it is a very well thought out strategy, and he articulates it on this podcast very well. Rhymes very well with what Chris Mayers said.
I can't put this book down. More from Adam Seessel please
I created a couple of mini-episodes talking about his framework! Check out MI201 and MI207 on the Millennial Investing Podcast.
This was hands down the best interview of this year! Absolutely love to get hands dirty and look at nitty gritty deep dives of the valuations & moat assessments. Love it!
Thanks, Matej! I really enjoyed this conversation with Adam. His framework was very helpful for me.
@@clayfinck Adam has very pragmatic approach. His key observations about META were spot on.
Thanks so much for watching!
I read his book thanks to this interview. It’s very good.
The “other” streaming companies are actually analogous to Netflix as your Bing example to Google. 🤷🏽♂️💎☑️
This interview was fantastic!
Glad you enjoyed it, Andrew!
This guy is a genius. Seriously I've never seen someone be able to explain so confidently and clearly the reasons why they pick a company. Not even buffet explains it like this guy.
So glad you enjoyed the interview!
Amazing! "start with moats!"
Yes!
Great chat guys. Clay answered all the questions a simple person like me had in my head . well done
Glad you enjoyed it!
Keep the content coming! You are appreciated.
Much appreciated, Brandon!
Thanks, Brandon!
Great interview, however, thumbs down for very poor advertisement timing
GoPro should be revisited, they're finally capitalising on their brand through a no brainer subscription (I mean they offer 100$ off on a 50$ annual subscription + cloud and whatnot)
Changing their distribution mix to 50% DTC and thus incrementally very profitable
Attractive valuation ( 33% in cash lmao)
If people enjoy it is not the question about Facebook
👍🏾🙏🏾
Thanks for tuning in!
No one is going to catch SNOW
Trying to say FB META has no moat lol it's the only true social network
Don't know how you can compare Apple and Google. They literally make money is totally different ways, different moats, and totally different growth profile.
Roku still seems like a garbage company.