Talking Billions with Bogumil Baranowski cover image

Talking Billions with Bogumil Baranowski

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

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.
01:12:58

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Value investing needs a dynamic view for the digital age, evolving beyond Ben Graham's static approach.
  • Targeting businesses with low market share in growing industries can lead to successful investments.

Deep dives

Evolution of Value Investing

The podcast episode explores the evolution of value investing from classic value principles to adapting to the digital age. The speaker shares personal experiences with value investing and how traditional metrics started failing post-2014 due to the changing landscape of the digital economy. The narrative emphasizes the need for investors to evolve and adjust their lenses to incorporate new realities in the digital age, highlighting the value of companies beyond traditional metrics.

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