TIP465: Value Investing in the Digital Age w/ Adam Seessel
We Study Billionaires - The Investor’s Podcast Network
Navigating Competitive Moats in Tech
This chapter explores the critical role of competitive advantages and moats in the technology sector. Using examples from industry giants like Tesla, Google, and Amazon, the discussion highlights the challenges of maintaining unique positions amidst fierce competition, with a focus on companies like Netflix and Facebook facing vulnerabilities.
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
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