Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
The Dutch Investors
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The Evolution of Value Investing in the Digital Age
This chapter examines the transformation of value investing during the COVID pandemic, focusing on the integration of technology and the shift from traditional strategies to a modern framework. It traces the history of value investing from Benjamin Graham and Warren Buffett to contemporary interpretations influenced by emerging technologies like AI. The discussion highlights the need for adaptive investment strategies in light of the changing economic landscape and the challenges posed by digital companies.
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