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Valuing Tech Stocks w/ Adam Seessel (TIP465)

The Investor's Podcast Network
142K subscribers
13K views 2 years ago 💰 We Study Billionaires 🥇
My guest today is Adam Seessel. Adam is the founder and managing member of Gravity Capital Management and also the author of a great new book titled Where the Money Is - Value Investing in the Digital Age. The traditional value investing strategies are rendered ineffective when it comes to tech companies like Amazon, Apple, Google and the like. Adam has devised a way to standardize tech companies so that value principles can be applied to these high growth companies and potentially give a new perspective on their value.   IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:23 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.” 00:10:11 - Adam’s Business, Management and Price (or BMP) checklist 00:15:36 - Why value investors should reconsider investing in high growth tech companies 00:34:15 - Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies 00:40:18  …...more
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Intro

0:00

Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.”

0:23

Adam’s Business, Management and Price (or BMP) checklist

10:11

Why value investors should reconsider investing in high growth tech companies

15:36

Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies

34:15

The concept of “Earnings Power” and how it changes the Net Present Value

40:18

How to assess great management

48:16

How tech companies use new ROC metrics like CAC and LTV

56:22
Valuing Tech Stocks w/ Adam Seessel (TIP465)
328Likes
13,811Views
2022Jul 21
My guest today is Adam Seessel. Adam is the founder and managing member of Gravity Capital Management and also the author of a great new book titled Where the Money Is - Value Investing in the Digital Age. The traditional value investing strategies are rendered ineffective when it comes to tech companies like Amazon, Apple, Google and the like. Adam has devised a way to standardize tech companies so that value principles can be applied to these high growth companies and potentially give a new perspective on their value.   IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:23 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.” 00:10:11 - Adam’s Business, Management and Price (or BMP) checklist 00:15:36 - Why value investors should reconsider investing in high growth tech companies 00:34:15 - Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies 00:40:18 - The concept of “Earnings Power” and how it changes the Net Present Value 00:48:16 - How to assess great management 00:56:22 - How tech companies use new ROC metrics like CAC and LTV Adam’s new book is very approachable and he does a masterful job at distilling down complex topics into very easy to understand examples. I thoroughly enjoyed our discussion and know you will as well, so without further ado, here’s my conversation with Adam Seessel. ☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup. ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/1jns... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e... 📖 BOOKS MENTIONED Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁 💡 OTHER RESOURCES ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    • ⚡️ Bitcoin Fundamentals 🔑   📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    • 💰 We Study Billionaires 🥇   🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    • 🏠 Real Estate 101 💵   💸Get introduced to the world of investing with our Millennial Investing podcast show:    • 💸 Millennial Investing 🎯   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook:   / theinvestorspodcast   👔 Linkedin:   / the-investor's-podcast   🐦 Twitter:   / tip_network   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📥 Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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The Investor's Podcast Network

142K subscribers