Most companies aren't going to make it through his filter. That's not a bad thing, that you reject nine out of ten picks thit just means that you have high standards for what qualifies as a sound investment. Now, let's talk about google. Every single day there are a five point six billion gugle searches. Google search has over two billion users and generates one third of all daily mobile internet traffic. This is three times that of facebook. Youtube is yet another classic example of network effects.
IN THIS EPISODE, YOU’LL LEARN:
01:16 - What the most important attribute of a quality company is.
02:57 - How Adam selects companies using his BMP checklist.
08:40 - Why tech companies have been overlooked by traditional value investors over the past decade.
14:00 - The thought process Adam went through when he purchased Alphabet, aka Google, in mid-2016.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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