#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.

Mentioned by

Mentioned in 10 episodes

Recommended by
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Clay Finck
as a worthwhile read for investors interested in value investing in the digital age.
110 snips
TIP686: Big Tech Stocks w/ Adam Seessel
Mentioned by
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Christopher Tsai
in the context of understanding asset-light growth businesses.
84 snips
RWH045: Real Success w/ Christopher Tsai
Mentioned by
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Clay Finck
when discussing his reasons for choosing a tech business for the podcast series.
45 snips
TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
Recommended by
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Shawn O'Malley
as a book that makes a strong case for updating value investing for the 21st century.
38 snips
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Mentioned by
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Clay Finck
as a source for statistics comparing Dollar General's prices to competitors.
26 snips
TIP489: Intrinsic Value Analysis of Dollar General & Apple
Recommended by
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Clay Finck
as a favorite investing book, discussing value investors' transition to a tech-dominated world.
20 snips
TIP524: Four Wide Moat Stocks for 2023
Mentioned by
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Clay Finck
for its discussion of accounting limitations.
15 snips
TIP598: A Tribute to Charlie Munger
Mentioned by
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Stig Brodersen
, referencing a question Cecil asked CEOs about profit optimization versus return on investor capital.
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

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