TIP465: Value Investing in the Digital Age w/ Adam Seessel

IN THIS EPISODE, YOU’LL LEARN:

01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.

10:18 - Adam’s Business, Management, and Price (or BMP) checklist.

14:33 - Why value investors should reconsider investing in high-growth tech companies.

34:23 - Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies.

38:38 - The concept of “Earnings Power” and how it changes the Net Present Value.

49:36 - How to assess great management.

56:37 - How tech companies use new ROC metrics like CAC and LTV.

And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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