Episode 335

MI201: Investing in Tech Companies (Mini-Episode)

Clay Finck chats about Adam Seessel's book, Where The Money is, as well as his framework for investing in technology companies. Traditional value investors have oftentimes overlooked tech companies because they appear overvalued based on the P/E multiple, but when you look under the surface and reveal the true earnings power, it’s not always the case.

The Intrinsic Value Podcast - The Investor’s Podcast Network

July 30, 202219m 12s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

01:16 - What the most important attribute of a quality company is.
02:57 - How Adam selects companies using his BMP checklist.
08:40 - Why tech companies have been overlooked by traditional value investors over the past decade.
14:00 - The thought process Adam went through when he purchased Alphabet, aka Google, in mid-2016.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Adam Seessel’s book, Where the Money Is.
Related episode: Value Investing In The Digital Age w/ Adam Seessel - MI196.

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