MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
发布时间 2023-08-18 09:00:00 来源
摘要
Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more!
Jeremy Deal is the founder and a portfolio manager at JDP Capital Management.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:25 - How Jeremy selects companies that are positioned to not only survive, but thrive.
10:28 - How valuation fits into Jeremy’s investment process.
30:16 - How he develops conviction for his holdings given that the future is unknowable.
48:42 - Why his fund only holds a handful of companies.
51:43 - Some of the biggest mistakes he has made and how he learned from those mistakes.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Related episode: Listen to MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica, or watch the video.
Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video.
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Connect with Jeremy: Website
Connect with Clay: Twitter
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