Matrick: You have to develop a framework to say, ok, what do we know? What is knowable about a sector. In 19 92, i don't think you could have gone back to starbuck in 19 92 and projected that it would be common for americans to drink coffee at starbuck with cofy, shoppy cups of coffee. matrick: And by the way, howdings are trying to find out if they're being accepted outside the typical consensus burners gap? That's maybe just the typical consensus Burner who doesn't want to spend too much money on things he thinks aren't worth doing.
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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