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://link.chtbl.com/WSB465

🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/value-investing-in-the-digital-age-w-adam-seessel/

📖 BOOKS MENTIONED
- Where the Money Is by Adam Seessel: https://amzn.to/3o9Vd0y

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁

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

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:

₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ

📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU

🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn

💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

FOLLOW US ON SOCIAL MEDIA📱:

💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast/

👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast/

🐦 Twitter: https://twitter.com/TIP_Network

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

📥 Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ 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.