A.U.M.
Jeremy Deal - Searching For Unrecognized Earnings Potential
Apr 8, 2025
Join Jeremy Deal, founder of JDP Capital Management, as he shares his non-traditional journey in asset management. He highlights his investment philosophy centered on uncovering companies with unrecognized earnings potential. Fascinating insights emerge about the importance of understanding a company's competitive advantage and the power of consumer relationships. Jeremy's successful Spotify investment reveals key strategies for navigating market volatility, while his reflections on learning from past mistakes underscore the value of patience and long-term thinking in investing.
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Quick takeaways
- Investors must focus on companies with unrecognized earnings potential, looking beyond immediate market valuations for long-term growth opportunities.
- A strong competitive advantage, or 'moat,' is essential for businesses to sustain high returns while ensuring manageable growth investments.
Deep dives
The Psychology of Investing
Investing is influenced significantly by investor psychology, which often deviates from mathematical rationality. The speaker notes that while market volatility can be challenging, it provides an opportunity for investors to reassess their positions and strategies. This dynamic is particularly evident during downturns, where the decision to hold onto undervalued assets versus selling to preserve capital gains is influenced by emotional factors. A deep understanding of these psychological aspects is crucial in navigating the complexities of long-term investing.
