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TIP465: Value Investing in the Digital Age w/ Adam Seessel

We Study Billionaires - The Investor’s Podcast Network

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Rethinking Accounting for Tech Growth

This chapter critiques GAAP's application to technology companies, focusing on the immediate expensing of R&D versus the depreciation of industrial capital. It highlights the need for investors to redefine earnings assessments by examining the growth potential of tech businesses like Amazon in contrast to traditional firms.

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