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Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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TIP465: Value Investing in the Digital Age w/ Adam Seessel

1:04:58
 
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Manage episode 335049275 series 1394353
Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

883 에피소드

Artwork
icon공유
 
Manage episode 335049275 series 1394353
Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

883 에피소드

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