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

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.</li><li>Adam’s Business, Management, and Price (or BMP) checklist.</li><li>Why value investors should reconsider investing in high-growth tech companies.</li><li>Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies.</li><li>The concept of “Earnings Power” and how it changes the Net Present Value.</li><li>How to assess great management.</li><li>How tech companies use new ROC metrics like CAC and LTV.</li><li>And a whole lot more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Where the Money Is <a href="https://www.amazon.com/Where-Money-Value-Investing-Digital/dp/1982185147?hvadid=564685171189&amp;hvpos=&amp;hvnetw=g&amp;hvrand=13706624693170094579&amp;hvpone=&amp;hvptwo=&amp;hvqmt=&amp;hvdev=c&amp;hvdvcmdl=&amp;hvlocint=&amp;hvlocphy=9030984&amp;hvtargid=pla-1604727589092&amp;psc=1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=0c0175e18a7f1f680fb90a157e20bec2&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Book</strong></a>.</li><li>Adam Seessel's <a href="https://www.linkedin.com/in/adam-seessel-89872911/" rel="noopener noreferrer" target="_blank"><strong>Linkedin</strong></a>.</li><li>Trey Lockerbie's <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool</strong></a>.</li><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank"><strong>favorite Apps and Services</strong></a><strong>.</strong></