Investing for Outsized Performance and the Importance of Long-Term Perspective

The hosts discuss the challenges of predicting the future and the importance of justifying investment decisions. They emphasize the need for a long-term perspective, understanding the industry, monitoring competition, and identifying growth opportunities within a business.

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Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more!

Jeremy Deal is the founder and a portfolio manager at JDP Capital Management.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:25 - 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.

51:43 - 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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Related episode: Listen to MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica, or watch the video.
Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video.

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Connect with Jeremy: Website

Connect with Clay: Twitter

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