MI304: Evolving The Value Investing Mold w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
The BMP Framework and Considering the Quality of the Business
The host welcomes Adam Seessel to the podcast and discusses his BMP framework, emphasizing the importance of the quality of the business when investing. They draw an analogy with shopping for a house and highlight the limitations of the generally accepted accounting principles (GAAP) in accurately capturing the expenses and costs of modern companies.
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