Episode notes
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.
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