Do You Know What You're Looking for in a Quality Company?

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In the digital age, you see these monopoly type companies, very strong motes. The business school term is competitive advantage. Google created the fastest and most relevant search engine. Early on, its market share went from nothing to 65% to 95%. It's less well known that amazon tried to compete in search.

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.

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