IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:23 – Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.”
00:10:11 – Adam’s Business, Management and Price (or BMP) checklist
00:15:36 – Why value investors should reconsider investing in high growth tech companies
00:34:15 – Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies
00:40:18 – The concept of “Earnings Power” and how it changes the Net Present Value
00:48:16 – How to assess great management
00:56:22 – How tech companies use new ROC metrics like CAC and LTV
Adam’s new book is very approachable and he does a masterful job at distilling down complex topics into very easy to understand examples. I thoroughly enjoyed our discussion and know you will as well, so without further ado, here’s my conversation with Adam Seessel.
☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup.
✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB465
?️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/value-investing-in-the-digital-age-w-adam-seessel/
? BOOKS MENTIONED
– Where the Money Is by Adam Seessel: https://amzn.to/3o9Vd0y
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! ?
? OTHER RESOURCES
– Connect with Adam: https://www.linkedin.com/in/adam-seessel-89872911/
– Connect with Trey: https://twitter.com/TreyLockerbie
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
₿ If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
FOLLOW US ON SOCIAL MEDIA?:
? Facebook: https://www.facebook.com/groups/theinvestorspodcast/
? Linkedin: https://www.linkedin.com/company/the-investor’s-podcast/
? Twitter: https://twitter.com/TIP_Network
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
? Download Stig & Preston’s 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.