How to Triangulate With the Stars in the Stock Market

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With amazon, i just took every segment one by one, you know, cloud commerce, advertising, subscriptions. What are the comparable companies trading for? You know, walmart's margin is six amazons reported is two. So you have to kind of triangulae, qualify play. And if you're kind of in the ball park without having to push it too far, then you're probably right.

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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