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Jul 2022
1h 4m

TIP465: Value Investing in the Digital A...

The Investor's Podcast Network
About this episode

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.


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