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4min chapter
TIP465: Value Investing in the Digital Age w/ Adam Seessel
We Study Billionaires - The Investor’s Podcast Network
Turbo Tax - The Lifetime Value Over Cost of Capital
A new standard metric that most executives use, especially in te companies nowadays, is the lifetime value over cost of capital. Buffet was even early in this, it would seem, when he was first investing in gico. When they spend marketing dollars to get new quick books customers, or new turbo tax customs, they think of it as an asset. Because if they can capture a customer, that customer will be with them for multiple years.
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