Adobe vs Alphabet

i generally like adobe very much, and its management is also top notch. i think its mote is as strong as alphabets, personally. It's more expensive than alphabet and amazon. But eventually, over the long run, you know, the superior business will win out.

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IN THIS EPISODE, YOU’LL LEARN:

02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
08:33 - What sectors Adam is most bullish on.
21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not.
32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings.
45:14 - What Fanduel’s moat and competitive advantage are.
47:09 - Whether or not the real estate industry is able to be disrupted.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Value Investing in the Digital Age w/ Adam Seessel - MI196.
Related Episode: Value Investing in the Digital Age w/ Adam Seessel - TIP 465.

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