Download - MI Rewind: Investing for Outsized Performance w/ Jeremy Deal

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Millennial Investing - The Investor’s Podcast Network

Business:Investing

MI Rewind: Investing for Outsized Performance w/ Jeremy Deal

2023-08-18

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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.

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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

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