The Intrinsic Value Podcast - The Investor’s Podcast Network MI304: Evolving The Value Investing Mold w/ Adam Seessel
5 snips
Nov 7, 2023 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
The BMP Framework and Considering the Quality of the Business
02:35 • 11min
Management Thinking and Acting Like Owners
14:04 • 5min
Innovation and Value in Capital Allocation
19:24 • 16min
Evolving Value Investing for the Digital Age
35:16 • 5min
Understanding the Significance of Earnings Yield in Value Investing
39:46 • 3min
Analyzing the Growing Prevalence of Network Effects
42:25 • 13min
Predicting Long-Term Growth in Various Industries and Sectors with Technology Advancements
55:31 • 3min