IN THIS EPISODE, YOU’LL LEARN:<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>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES<ul><li>Where the Money Is <a href="https://www.amazon.com/Where-Money-Value-Investing-Digital/dp/1982185147?hvadid=564685171189&hvpos=&hvnetw=g&hvrand=13706624693170094579&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9030984&hvtargid=pla-1604727589092&psc=1&linkCode=ll1&tag=tipnetwork-20&linkId=0c0175e18a7f1f680fb90a157e20bec2&language=en_US&ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank">Book</a>.</li><li>Adam Seessel's <a href="https://www.linkedin.com/in/adam-seessel-89872911/" rel="noopener noreferrer" target="_blank">Linkedin</a>.</li><li>Trey Lockerbie's <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</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">TIP Finance Tool</a>.</li><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank">favorite Apps and Services</a>.</li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank">We Study Billionaires Starter Packs</a>.</li><li>Send, spend and receive money around the world easily with&nbsp;<a href="https://wise.com/tip" rel="noopener noreferrer" target="_blank">Wise</a>.</li><li>Find people with the right experience and invite them to apply to your job. Try&nbsp;<a href="https://ziprecruiter.com/wsb" rel="noopener noreferrer" target="_blank">ZipRecruiter</a>&nbsp;for FREE today.</li><li>Take the next step in your working-life or get ready for a change, by being a&nbsp;<a href="https://snooze.com.au/" rel="noopener noreferrer" target="_blank">Snooze</a>&nbsp;franchise partner. To learn more, head to&nbsp;<a href="http://snooze.com.au/" rel="noopener noreferrer" target="_blank">Snooze.com.au</a>&nbsp;and scroll down the page for “franchising”.</li><li>Find Pros & Fair Pricing for Any Home Project for Free with&nbsp;<a href="http://angi.com/" rel="noopener noreferrer" target="_blank">Angi</a>.</li><li>Support your hardworking team in one intuitive platform by using&nbsp;<a href="https://gusto.com/wsb" rel="noopener noreferrer" target="_blank">Gusto</a>, an all-in-one payroll, HR, team management tools and more. Go to&nbsp;<a href="http://gusto.com/wsb" rel="noopener noreferrer" target="_blank">gusto.com/wsb</a>&nbsp;for your first three months free.</li><li>Trade specifically based on your view of concrete events with&nbsp;<a href="http://kalshi.com/billionaires" rel="noopener noreferrer" target="_blank">Kalshi</a>, a trading platform that can be used to counter falling portfolios.</li><li>Get 50% off&nbsp;<a href="https://remote.com/" rel="noopener noreferrer" target="_blank">Remote</a>’s full suite of global employment solutions for your first employee for three months. Just visit&nbsp;<a href="http://remote.com/" rel="noopener noreferrer" target="_blank">remote.com</a>&nbsp;and use promo code WSB.</li><li>Invest in high quality, cash flowing real estate without all of the hassle with&nbsp;<a href="https://www.passiveinvesting.com/" rel="noopener noreferrer" target="_blank">Passive Investing</a>.</li><li>Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with&nbsp;<a href="https://avast.com/" rel="noopener noreferrer" target="_blank">Avast One</a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Support our free podcast by supporting our&nbsp;<a href="https://theinvestorspodcast.com/sponsors" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul>HELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a&nbsp;<a href="https://www.theinvestorspodcast.com/WSB-Rating-and-Review-Guide" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;for the show. We always enjoy reading your comments and feedback!See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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

We Study Billionaires - The Investor’s Podcast Network