DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTIP465: Value Investing in the Digital Age w/ Adam Seessel
TIP465: Value Investing in the Digital Age w/ Adam Seessel

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

Update: 2022-07-226
Share

Description

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

  • 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.
  • Send, spend and receive money around the world easily with Wise.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Take the next step in your working-life or get ready for a change, by being a Snooze franchise partner. To learn more, head to Snooze.com.au and scroll down the page for “franchising”.
  • Find Pros & Fair Pricing for Any Home Project for Free with Angi.
  • Support your hardworking team in one intuitive platform by using Gusto, an all-in-one payroll, HR, team management tools and more. Go to gusto.com/wsb for your first three months free.
  • Trade specifically based on your view of concrete events with Kalshi, a trading platform that can be used to counter falling portfolios.
  • Get 50% off Remote’s full suite of global employment solutions for your first employee for three months. Just visit remote.com and use promo code WSB.
  • Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.
  • Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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

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