TIP465: Value Investing in the Digital Age w/ Adam Seessel
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 22 July 2022
⏱️ 68 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:03.0 | My guest today is Adam Cecil. |
| 0:05.2 | Adam is the founder and managing member of Gravity Capital Management and also the author |
| 0:09.8 | of a great new book titled Where the Money Is, Value Investing in the Digital Age. |
| 0:15.4 | The traditional value investing strategies are often rendered ineffective when it comes |
| 0:18.9 | to tech companies like Amazon, Apple, Google and the like. |
| 0:22.5 | Adam has devised a way to standardize tech companies so that value printables can be |
| 0:26.2 | applied to these high-growth companies and potentially give you a new perspective on their |
| 0:30.2 | value. |
| 0:31.2 | In this episode, you will learn why billionaire Bill Ackman says Adam's new book is one |
| 0:34.8 | of the best investing books he's read in years. |
| 0:37.6 | Adam's business management and price or BMP checklist. |
| 0:41.7 | Why value investors should reconsider investing in high-growth tech companies? |
| 0:45.6 | Why generally accepted accounting principles or gap due to an injustice for tech companies? |
| 0:50.2 | The concept of earnings power and how it changes the net present value. |
| 0:54.5 | How tech companies use new return on capital metrics like customer acquisition costs and |
| 0:58.7 | lifetime value and a whole lot more. |
| 1:01.2 | Adam's new book is very approachable and he does a masterful job at disilling down complex |
| 1:05.3 | topics in a very easy to understand examples. |
| 1:08.0 | I thoroughly enjoyed our discussion and I know you will as well so without further ado, |
| 1:12.3 | here's my conversation with Adam Cecil. |
| 1:15.3 | You are listening to the Investors podcast. |
... |
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