MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Introduction
i am joined by adam cecil, founder of gravity capital management. Adam and i chat about investing in te companies from a value investing perspective. Why he likes apple, microsoft, amazon and gugle stock, but completely avoids net flakes and facebook. why you can't consider the gap financial statements at face value when analyzing tech companies. how adam considers a fair price to pay for his value picts in tech companies.
Transcript
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