IN THIS EPISODE, YOU’LL LEARN:
- Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.
- Adam’s Business, Management, and Price (or BMP) checklist.
- Why value investors should reconsider investing in high-growth tech companies.
- Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies.
- The concept of “Earnings Power” and how it changes the Net Present Value.
- How to assess great management.
- 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.
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- Send, spend and receive money around the world easily with Wise.
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- 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”.
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- Browse through all our episodes (complete with transcripts) here.
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