Retirement Lifestyle Show 
with Roshan Loungani and Adrian Nicholson

RL133 - Insights from Where the Money Is by Adam Seessel


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Today on the Retirement Lifestyle Show, Roshan Loungani and Erik Olson break down Adam Seessel's book Where the Money Is: Value Investing in the Digital Age. They discuss the book's value investing framework, how it can be implemented by the average investor, and why investing in Tech might be the way to go for value investors.

[01:46] Introduction

[04:20] Value Investing in the Digital Age

[07:20] Value Investing 3.0

[10:50] How to Analyze Business Quality

[13:25] What is Sustainable Competitive Advantage

[20:10] Competitive Advantage in Value 3.0

[24:20] How to Uncover the Management Quality of a Business

[33:00] Profitability Measurements of a Business Before Investing

[35:20] Why Price is Always the Veto Question when Investing

[39:25] What Makes Investing in Technology Unique?

[44:35] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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Retirement Lifestyle Show 
with Roshan Loungani and Adrian NicholsonBy Roshan Loungani and Adrian

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