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The Intrinsic Value Podcast – The Investor’s Podcast Network

MI201: Investing in Tech Companies (Mini-Episode)

19 min • 30 juli 2022

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.


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