MI201: Investing in Tech Companies (Mini-Episode)

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:16 - What the most important attribute of a quality company is.</li><li>02:57 - How Adam selects companies using his BMP checklist.</li><li>08:40 - Why tech companies have been overlooked by traditional value investors over the past decade.</li><li>14:00 - The thought process Adam went through when he purchased Alphabet, aka Google, in mid-2016.</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>Adam Seessel’s book, <a href="https://www.amazon.com/Where-Money-Value-Investing-Digital/dp/B09KYJZPHL?crid=29DN8BWHXDW4C&amp;keywords=where+the+money+is&amp;qid=1658625306&amp;sprefix=where+the+money+is%2Caps%2C225&amp;sr=8-1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=74ff655817ba4ddb00d2854c8471f05c&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Where the Money Is</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/value-investing-digital-age/" rel="noopener noreferrer" target="_blank"><strong>Value Investing In The Digital Age w/ Adam Seessel - MI196</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>Push your team to do their best work with&nbsp;<a href="http://monday.com/" rel="noopener noreferrer" target="_blank"><strong>Monday.com</strong></a>&nbsp;Work OS. Start your free two-week trial today.</li><li>Our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Fin