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Aug 2023
56m 6s

MI Rewind: Investing for Outsized Perfor...

The Investor's Podcast Network
About this episode

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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Connect with Jeremy: Website

Connect with Clay: Twitter


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