Where The Money Is -

: Seessel evaluates companies based on three pillars:

: Durable moats like network effects or high switching costs. Where the Money Is

: Many tech giants (Amazon, Alphabet) are actually "value" stocks because traditional accounting (GAAP) mislabels their growth investments as expenses, hiding their true earnings power . : Seessel evaluates companies based on three pillars:

: Leaders who act like owners and allocate capital wisely. Where the Money Is