The first criteria that we're looking for is a business model that is adaptable and relevant in to morrow's economy. We want to buy something that we feel will be more relevant because it is growing and will become a bigger business in the future, not a smaller business. And one of my favorite companies to talk about is not a company that we own, is nike. Because if youd just looked at the business as, oh, this is just a shoe company, then you wouldn't have been able to see the value.
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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