MI196: Value Investing in the Digital Age w/ Adam Seessel

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong>&nbsp;</p><ul><li>02:01 - Why the game has changed for traditional value investors.</li><li>06:17 - Why Apple is the only sizable tech position Berkshire Hathaway has taken.</li><li>13:10 - Why does Adam looks at the price last during his investment process.</li><li>14:55 - The #1 thing Adam looks for in a quality company.</li><li>22:38 - Why Adam likes Apple, Microsoft, Amazon, and Google, but avoids Netflix and Facebook.</li><li>29:30 - Why you can’t consider the GAAP financial statements at face value when analyzing tech companies.</li><li>42:34 - How Adam considers a fair price to pay for his value picks.</li><li>53:57 - How the higher growth companies might perform during a rising rate environment.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Check out Adam’s book, <a href="https://www.amazon.com/Where-Money-Value-Investing-Digital/dp/B09KYJZPHL?crid=LGDB2W73W2AP&amp;keywords=where+the+money+is&amp;qid=1657553031&amp;sprefix=where+the+money+is%2Caps%2C415&amp;sr=8-1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=9f3ddce9020c46e5006937a2b0635575&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Where the Money Is</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from Audible</strong></a>.</li><li>Find Pros &amp; Fair Pricing for Any Home Project for Free with&nbsp;<a href="http://angi.com/" rel="noopener noreferrer" target="_blank"><strong>Angi</strong></a>.</li><li>Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing&nbsp;