MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
How to Buy Alphabet or Google?
The company is the ad market destination of choice. Any podcast, any investment manager or hairdresser must advertise on goble. The reported earnings for this year was 28 times multiple,. But if you increased their margins and project three years ahead, the multiple was nine times. So i bought it, and it's worked out well.
IN THIS EPISODE, YOU’LL LEARN:
- 02:01 - Why the game has changed for traditional value investors.
- 06:17 - Why Apple is the only sizable tech position Berkshire Hathaway has taken.
- 13:10 - Why does Adam looks at the price last during his investment process.
- 14:55 - The #1 thing Adam looks for in a quality company.
- 22:38 - Why Adam likes Apple, Microsoft, Amazon, and Google, but avoids Netflix and Facebook.
- 29:30 - Why you can’t consider the GAAP financial statements at face value when analyzing tech companies.
- 42:34 - How Adam considers a fair price to pay for his value picks.
- 53:57 - How the higher growth companies might perform during a rising rate environment.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out Adam’s book, Where the Money Is.
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with Adam: LinkedIn
Connect with Clay: Twitter
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