
Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
The Education of a Value Investor
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The World of Investment Research Has Changed Very Much, Even as AResult of Covet 19
The world of how we do investment research has changed very much, even as a result of covet 19. I think that if you and i would have gone back 20 or 30 years, people would have said that in order to do this kind of business, you have to be ina manhattan. And so what you really have, first and formost is time. But in addition to that, you need evelop o a thesis, a long term thesis that matches at that time duration. To do that, a getting access to people in anego systemf either an industry or or a company, is easier to do with modern tools than allow you to basically pay to interview people
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