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

We Study Billionaires - The Investor’s Podcast · Apr 9, 2024

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Where the Money Is Book.
Adam Seessel's Linkedin.
Trey Lockerbie's Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.

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