It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written repo...
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It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written repo...
#51 | Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
The Dutch Investors
1 hour 12 minutes
3 months ago
#51 | Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" framework, explore the pitfalls of outdated accounting rules, and learn how to spot real earnings power in modern tech companies. We also touch on: Why...
The Dutch Investors
It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written repo...
