AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Millennial Investing - The Investor’s Podcast Network
MI304: Evolving The Value Investing Mold w/ Adam Seessel
Nov 7, 2023
53:46
Snipd AI
Adam Seessel, an expert in value investing, discusses the importance of R&D spend, buying quality businesses over cheap ones, and the significance of studying network effects in the digital age. He also introduces his BMP method and applies it to Texas Instruments. The podcast explores the evolving value investing mold, embracing tech for value creation, and questioning the strict adherence to Benjamin Graham's principles.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Tech companies are the future and embracing them is important for value investors.
- The BMP methodology focuses on evaluating the quality of the business, management competence, and stock price.
Deep dives
The Importance of Tech in Value Investing
Tech is where the future is, and most of the growth in the economy will come from tech companies. Value investors should consider embracing tech as a massive creator of value and adjust their mindset accordingly.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode