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MI279: The Joys of Compounding w/ Gautam Baid

The Intrinsic Value Podcast - The Investor’s Podcast Network

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How to Value and Invest in Digital Companies

A component of your investing philosophy or strategy is you emphasize the importance of focusing on simpler businesses. A very good book by Adam Cecil written recently on investing in digital businesses for anyone wanting to understand how to value and invest in these digital companies which have cash flows way out into the future. I'll just talk personally about my investment philosophy. I'm a very conservative investor by nature. So I like to invest in companies where the earnings and cash flows are already on the table and they are available at very attractive prices. In many of the cases they're unprofitable for a reason.

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