Concentrating on Companies with Long Reinvestment Runways with Jeremy Kokemor, Founder of Right Tail Capital

My guest on the show today is Jeremy Kokemor, the Founder of Right Tail Capital. After several buyside stints, including at T. Rowe Price, Jeremy founded Right Tail in 2022. Jeremy runs a concentrated portfolio of high-quality companies that just happen to be trading at large discounts to intrinsic value. In this wide-ranging conversation, we discussed:

• Why he decided on the name Right Tail;
• His definition of a quality company;
• What concentration means to Jeremy and how that translates to position sizing;
• The ways in which he has intentionally created alignment between himself and his investors; and
• Stocks that have taught him lessons and served as mentors.

For more information about Right Tail Capital, please visit: https://www.righttailcapital.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.