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Kandungan disediakan oleh Stig Brodersen and The Investor's Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stig Brodersen and The Investor's Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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TIP686: Big Tech Stocks w/ Adam Seessel

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Manage episode 457674079 series 1394353
Kandungan disediakan oleh Stig Brodersen and The Investor's Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stig Brodersen and The Investor's Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On today’s episode, Clay is joined by Adam Seessel to discuss the developments of Big Tech over the past couple of years. Adam is an investor in Alphabet and Amazon, and in this discussion, he shares his updated thoughts on the two since he published his book, Where the Money Is, back in 2022.

Adam began his investing career doing research for Sanford C. Bernstein, Baron Capital, and Davis Selected Advisors. After these stints, he started his own firm, Gravity Capital Management. Since beginning a track record in the mid-2000’s he’s beaten the S&P 500. He’s been a contributor for financial writing in Barron’s and Fortune.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - Adam’s key realizations as a value investor over the past 20+ years.

13:36 - How the concept of intrinsic value can help anchor us in reality even though it’s just a mental model we use to evaluate businesses.

27:37 - Adam’s updated views on Alphabet and Amazon since he published his book in 2022.

47:40 - Adam’s approach to taking advantage of the AI wave without paying hefty valuations.

54:01 - Why Progressive Insurance is dominating the auto insurance space.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES


NEW TO THE SHOW?

SPONSORS

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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  continue reading

1014 episod

Artwork
iconKongsi
 
Manage episode 457674079 series 1394353
Kandungan disediakan oleh Stig Brodersen and The Investor's Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stig Brodersen and The Investor's Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On today’s episode, Clay is joined by Adam Seessel to discuss the developments of Big Tech over the past couple of years. Adam is an investor in Alphabet and Amazon, and in this discussion, he shares his updated thoughts on the two since he published his book, Where the Money Is, back in 2022.

Adam began his investing career doing research for Sanford C. Bernstein, Baron Capital, and Davis Selected Advisors. After these stints, he started his own firm, Gravity Capital Management. Since beginning a track record in the mid-2000’s he’s beaten the S&P 500. He’s been a contributor for financial writing in Barron’s and Fortune.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - Adam’s key realizations as a value investor over the past 20+ years.

13:36 - How the concept of intrinsic value can help anchor us in reality even though it’s just a mental model we use to evaluate businesses.

27:37 - Adam’s updated views on Alphabet and Amazon since he published his book in 2022.

47:40 - Adam’s approach to taking advantage of the AI wave without paying hefty valuations.

54:01 - Why Progressive Insurance is dominating the auto insurance space.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES


NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1014 episod

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