465 TIP. Valuing Tech Stocks w/ Adam Seessel

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.
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.

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– Where the Money Is by Adam Seessel: https://amzn.to/3o9Vd0y

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– Connect with Adam: https://www.linkedin.com/in/adam-seessel-89872911/
– Connect with Trey: https://twitter.com/TreyLockerbie

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