Yeme: It's sometimes easy to just look at these big tec names and focus on those, but to find a smaller company that might eventually become the next big tech name. Yeme: These are potentially more exciting because they are less well known and well understood. Now, let's take a quick break to hear from to day's show sponsors. Hay guys. Have you heard of passive investing? You can invest in high quality, cash flowing real estate without all of the hassel.? That's right, no more worrying about the tenants toilets or trash.
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
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