MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
Amazon
Adam Sobel: You were in and out of amazon a number of times. What led you to maybe making that decision to sell? And was it a opportune time to sell? He says he's curios where your thougnts are there, but yes, until 20 20 and the pendemic came,. i got a shop to buy amazon down 30 %.
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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