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Clay Finck brings back Adam Seessel onto the podcast to chat about tech companies outside of the FAANG such as Adobe Airbnb DraftKings Fanduel Redfin and others.
Adam Seessel is the founder of Gravity Capital Management and author of Where the Money Is.
IN THIS EPISODE YOULL LEARN:
00:00:00 - Intro
00:00:32 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
00:07:34 - What sectors Adam is most bullish on.
00:19:33 - Whether Airbnb makes the cut on Adams BMP checklist or not.
00:31:14 - Why Adam likes Fanduels traded under Flutter stock much more than DraftKings.
00:35:35 - What Fanduels moat and competitive advantage is.
00:44:00 - Whether or not the real estate industry is able to be disrupted.
Listen to our episodes here:
Access our free show notes and transcript here:
BOOK MENTIONED:
- Where the Money Is by Adam Seessel
Disclosure: Some of the links above are affiliate links that we may earn commission from.
This helps keep our show going!
RELATED EPISODES:
- MI196 Value Investing In The Digital Age w Adam Seessel:
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w Adam Seessel:
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ABOUT OUR SHOW
On Millennial investing we interview top investors experts and successful entrepreneurs such as Kevin OLeary JL Collins Jesse Itzler and more to guide you on your investing journey.
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WHO I AM:
Im Clay Finck a graduate of the University of Nebraska-Lincoln with a BSBA degree in Actuarial Science and minors in Mathematics Finance Economics.
Before joining The Investors Podcast Network I became an Associate of the Society of Actuaries and developed a deep interest in value investing on the side.
On my free time I enjoy working out playing basketball listening to podcasts and spending time with my friends and family.
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Id love to hear from you! Send me a tweet directly at if youd like to have a quick exchange of thoughts!
P.S.
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DISCLAIMER: This show is for entertainment purposes only.
Before making any decisions consult a professional.
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Источник: rutube.ru