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MI217: Tech Stock Investing Outside of the FAANG w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
Buy What You Know, but With a Twist
In the tech age and the dingil age to buy what you know comes with a twist. A lot of people in my generation, i'm in my fifties, the stocks we know the best are old economy stocks whose future is probably behind them. I think 75 % of the world's population has yet to set foot on an airplane. So it's really a call on n rising standards of living. As people in latin america and africa get more disposable, incme, they want to fly. And that's why i like aero space so much. The companies that make the parts are very good businesses because it takes a lot of engineering. In some ways,
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