Introduction

i chat with jeremy deal, founder and portfolio manager at j d p capital management. Jeremy uses an investment framework he calls the survivor and thriver framework. He talks about how he finds companies that are positioned to thrive in any market environment. i also discuss some of the biggest mistakes he has made and how he learned from them.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

05:34 - 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.
51:55 - 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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Related episode: MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica.
Related episode: MI131: Richer, Wiser, Happier w/ William Green.
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Read this episode’s transcript and full show notes on our website.

Connect with Jeremy: Website

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