How to Reconcile Value Investing

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Clay fhanks: Adam zesel, a successful value investor for 15 to 20 years. He says his system of looking for low p e, low price to book stocks just stopped working. Zesel has decided that value investing needs to evolve and include new economy companies.

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Adam’s book, Where the Money Is.

SPONSORS

Support our free podcast by supporting our sponsors:

Read this episode’s transcript and full show notes on our website.

Connect with Adam: LinkedIn

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm