The future is really unknowable. How are you able to develop conviction on the long term total addressable market of a business with accuracy if the future is just so hard to predict? And i agree with that lish is, back up a minute. When you make an investment in any business, you are investing in the future. You're not investing in the past. So i think it's enormous risk, an enormous risk, to just assume that whatever happened in the past will happen in thefuture. What we know for sure is the future will be different than the past.
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.
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