MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 19 July 2022
⏱️ 60 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | So if retail sales were cheap, they were going to go back to normal. |
| 0:06.7 | If consumer products, companies were a little expensive, they were going to go back to normal. |
| 0:11.0 | Well, there is no normal anymore. |
| 0:13.1 | You know, certain giant sectors of our economy are under existential pressure from tech. |
| 0:18.5 | And tech is similarly growing like a weed. |
| 0:25.7 | Boy, do I have an exciting episode for you all today as I am joined by Adam Cecil. |
| 0:32.1 | Adam is the founder of Gravity Capital Management and the author of the new book Where the Money is, Value |
| 0:38.8 | Investing in the Digital Age. During this episode, Adam and I chat about investing in tech |
| 0:44.4 | companies from a value investing perspective, the number one thing Adam looks for in a quality |
| 0:50.3 | company, why he likes Apple, Microsoft, Amazon, and Google stock, but completely avoids |
| 0:57.5 | Netflix and Facebook, why you can't consider the gap financial statements at face value |
| 1:03.3 | when analyzing tech companies, how Adam considers a fair price to pay for his value picks |
| 1:09.2 | in tech companies, and so much more. I can assure you that |
| 1:12.7 | Adam's book will be one that I continuously look back on in looking for tech companies to add to my |
| 1:18.6 | own portfolio. I'm sure you will find a ton of value from my conversation with Adam. So without |
| 1:24.0 | further ado, I hope you enjoyed today's discussion with Adam Cecil as much as I did. |
| 1:29.5 | You're listening to Millennial Investing by the Investors Podcast Network, |
| 1:34.1 | where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, |
| 1:38.8 | business leaders and investors to help educate and inspire the millennial generation. |
| 1:51.8 | Welcome to the millennial investing podcast. |
| 1:56.6 | I'm your host, Clay Fink, and today we bring Adam Ziesel onto the show. |
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