

#4358
Mentioned in 10 episodes
Where the Money Is
Value Investing in the Digital Age
Book • 2022
In this book, Adam Seessel introduces a refreshed value-based framework for investing in the tech-dominated stock market.
He argues that traditional value investing metrics, such as price-to-earnings ratios, may not accurately reflect the true value of technology companies due to their unique business models and growth potential.
Seessel provides insights into how tech companies generate profits, the importance of understanding financial statements, and the need for a dynamic approach to value investing.
The book is designed to help both professional and amateur investors navigate the modern market and profit from technological changes.
He argues that traditional value investing metrics, such as price-to-earnings ratios, may not accurately reflect the true value of technology companies due to their unique business models and growth potential.
Seessel provides insights into how tech companies generate profits, the importance of understanding financial statements, and the need for a dynamic approach to value investing.
The book is designed to help both professional and amateur investors navigate the modern market and profit from technological changes.
Mentioned by
Mentioned in 10 episodes
Recommended by 

as a worthwhile read for investors interested in value investing in the digital age.


Clay Finck

110 snips
TIP686: Big Tech Stocks w/ Adam Seessel
Mentioned by 

for its insights on tech company investing.


Clay Finck

95 snips
TIP666: Compounding Beyond Wealth: Unlocking Life’s Hidden Potential w/ Clay Finck & Kyle Grieve
Mentioned by ![undefined]()

in the context of understanding asset-light growth businesses.

Christopher Tsai

84 snips
RWH045: Real Success w/ Christopher Tsai
Mentioned by 

when discussing his reasons for choosing a tech business for the podcast series.


Clay Finck

45 snips
TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
Recommended by ![undefined]()

as a book that makes a strong case for updating value investing for the 21st century.

Shawn O'Malley

38 snips
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Mentioned by 

as a source for statistics comparing Dollar General's prices to competitors.


Clay Finck

26 snips
TIP489: Intrinsic Value Analysis of Dollar General & Apple
Recommended by 

as a favorite investing book, discussing value investors' transition to a tech-dominated world.


Clay Finck

20 snips
TIP524: Four Wide Moat Stocks for 2023
Mentioned by 

for its discussion of accounting limitations.


Clay Finck

15 snips
TIP598: A Tribute to Charlie Munger
Mentioned by 

, referencing a question Cecil asked CEOs about profit optimization versus return on investor capital.


Stig Brodersen

13 snips
TIP478: Market Cycle Masterclass w/ David Stein
Recommended by Bill Ackman as one of the best investing books he's read in years and praised by Joel Greenblatt.

TIP465: Value Investing in the Digital Age w/ Adam Seessel