

Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
Mar 3, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 3min
Do You Know How to Do Investment Research From Amsterdam?
02:52 • 2min
The World of Investment Research Has Changed Very Much, Even as AResult of Covet 19
05:03 • 3min
Podcasts Are a Great Source of Nation
07:58 • 4min
Did You Consider Reaching Out to Tigus?
11:42 • 3min
How Frequently Are You Using Lincton?
14:30 • 2min
Are You a Survivor or a Thriver?
16:31 • 5min
What Are the Takeaways From That Study?
21:31 • 3min
Hamilton Helmer and His Seven Powers
24:28 • 2min
The Seven Powers of Strategy Capital
26:57 • 5min
What Is the Future Going to Look Like?
32:00 • 2min
The Value of the English Language
33:59 • 3min
Why Aren't Many Companies Going Public?
37:23 • 2min
How Do You Know if You're Not the Patsy?
39:35 • 2min
Is There a Margin of Safety in the Market?
41:11 • 5min
Investing in the Best Companies in the World
46:16 • 1min
Adtecs
47:20 • 6min
Subscription Marketing
53:14 • 5min
Adtec Podcasts - What Should They Be Reading?
58:39 • 3min
The Nature of Change Is So Great That You Can't Get Away Without It
01:01:19 • 3min