Talking Billions with Bogumil Baranowski

Adam Seessel: Where the Money Is: Value Investing in the Digital Age

40 snips
May 27, 2024
Professional investor Adam Seessel discusses the evolution of value investing in the digital age, emphasizing the need for a dynamic perspective. He explores the intersection of journalism and investment analysis, navigates complex accounting issues, and delves into the relationship between success, wealth, and personal happiness.
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ANECDOTE

The Need to Evolve

  • Adam Seessel's investment methods stopped working around 2014.
  • He realized that traditional value investing lenses needed to evolve for the digital age.
INSIGHT

Evolution of Value Investing

  • Value investing has evolved from Ben Graham's focus on cheap assets to Warren Buffett's focus on quality businesses.
  • Adam Seessel suggests a further evolution is necessary for the digital age.
ANECDOTE

Graham's Geico Success

  • Ben Graham's Geico investment outperformed all his other investments combined.
  • However, he downplayed this success, highlighting his preference for cigar-butt investments.
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