I think it's very hard to have an advantage by screening for a cheap company. There's no competitive advantage there. But what's hard is to use the market, the stock market, as a way to purchase a stake in a business. And allying yourself with the tip of the spear kind of one % leadership team,. What are they doing and how is this going to look in a few years? We're managing multi generational capital. So we're in a different position, i think, then traditional hedge funds that need to make the month, or make the quarter, or even make the year. The vast majority of my family's worth is invested in our fund. And so we
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
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