Compounders Podcast
Concentrating on Companies with Long Reinvestment Runways with Jeremy Kokemor, Founder of Right Tail Capital
Oct 18, 2023
Founder of Right Tail Capital discusses his investment strategy, position sizing, lessons learned from certain stocks, and the importance of owning high quality businesses. They focus on companies with long reinvestment runways and discuss the markers of a business with such runway, emphasizing market expansion and reinvestment potential. They also delve into position sizing strategies and the considerations involved in trimming or reallocating positions. Additionally, they share their approach to balancing maintenance and generating new ideas in investing, and the characteristics that pique their interest in potential new positions.
01:03:51
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Quick takeaways
- Investing in high-quality businesses at reasonable prices is crucial for long-term success.
- Finding companies with a long reinvestment runway and ability to generate high incremental returns is a key aspect of Jeremy Kokemor's investment approach.
Deep dives
Building a Concentrated Portfolio of High-Quality Companies
Jeremy Koffmeyer, the founder of Right Tail Capital, discusses his investment approach and the rationale behind the name of his firm. He emphasizes his focus on investing in high-quality businesses at reasonable prices. He explores the importance of finding companies with a long reinvestment runway and the ability to generate high incremental returns. Koffmeyer also highlights the significance of alignment with his investors and shares his fee structure, which is based on performance and aims to create strong alignment. Overall, his goal is to generate excellent long-term returns by investing in high-quality companies.
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