
MI201: Investing in Tech Companies (Mini-Episode)
The Intrinsic Value Podcast - The Investor’s Podcast Network
Alphabet and Google - The Future of Google
The early founders of google were brilliant engineers, but not particularly the best business men. Adam did this analysis back in mid 20 16, but i would bet that adam still believes that Google is still worth considering to day. For less than the market multiple, you could get some of the best businesses on the planet with many years of runaway ahead of them.
IN THIS EPISODE, YOU’LL LEARN:
- 01:16 - What the most important attribute of a quality company is.
- 02:57 - How Adam selects companies using his BMP checklist.
- 08:40 - Why tech companies have been overlooked by traditional value investors over the past decade.
- 14:00 - The thought process Adam went through when he purchased Alphabet, aka Google, in mid-2016.
- 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.
- Adam Seessel’s book, Where the Money Is.
- Related episode: Value Investing In The Digital Age w/ Adam Seessel - MI196.
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