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The Synopsis
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
Mar 25, 2025
Jeremy Kokemor, Founder of Right Tail Capital and a seasoned investment expert, shares insights from his nearly three-decade career. He explains his philosophy of focusing on long-term investments in high-quality companies. Topics include strategic stock selection and the potential of the gas station industry, with a spotlight on Murphy USA's operational advantages. He delves into the home building sector, discussing NVR's innovative approach, and the significance of aligning with clients for mutual growth in investments.
01:06:31
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Quick takeaways
- Right Tail Capital's investment philosophy prioritizes long-term growth through concentrated portfolios of undervalued quality companies, encouraging stable returns over immediate profits.
- Jeremy Kokomoor emphasizes aligning his interests with clients by investing alongside them and maintaining a focus on rigorous investment criteria without traditional fund pressures.
Deep dives
Investment Philosophy and Approach
The investment philosophy at Right Tail Capital emphasizes a long-term perspective, focusing on concentrated portfolios of undervalued quality companies. The founder, Jeremy Kokomoor, aims to invest alongside his clients to align interests and foster trust. He typically holds investments for three years or longer, allowing companies to reinvest and create value over time. By avoiding high operational costs associated with traditional fund structures, Right Tail Capital enables a focus on rigorous investment criteria without distractions from business pressures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode