In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy!
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Show Notes
(0:00) — Right Tail Capital Investment Philosophy
(1:58) — How the Business of Investing Interrupts Good Investing
(9:21) — Absolute vs Relative Return, Stock Selection
(19:43) — Biggest Position, NVR, Dream Finders Homes, and Home Builders
(31:26) — Murphy USA, Gas Station Industry
(49:24) — Ferguson, Plumbing and HVAC B2B Distributors, Floor & Decor Similarities
(1:01:24) — When Research Changed an Investment Thesis, Why Not Call it Left Tail Capital?
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
