Jeremy, welcome to the money investing podcast. Tell us about your fund's strategy for buying and holding great businesses. What do you look for in a business? Four key characteristics that are separate from valuation. And these aren't hard and fast rules per se. It's just more of a a guiding light That helps us achieve two things. One it helps us achieve not drifting too far out of the guide line and buying something just because it's cheap. Second we can hold on to great companies when it's difficult or when everybody else is selling.
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.
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