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Millennial Investing - The Investor’s Podcast Network
MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
Aug 18, 2023
56:06
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Jeremy Deal, founder and portfolio manager at JDP Capital Management, discusses finding companies that thrive in any market, valuation in investments, developing conviction for holdings, holding a handful of companies, and learning from mistakes.
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Quick takeaways
- Invest in businesses that can compound in value over time, rather than trading stocks, to outperform the S&P 500.
- Understand a company's competitive advantage and its potential impact on the industry and market.
Deep dives
Focus on Long-Term Investment and Fundamental Appreciation
The podcast episode discusses the importance of long-term investment and focusing on the fundamental appreciation of individual businesses. The guest, Jeremy Deal, emphasizes the goal of owning businesses that can compound in value over time, rather than trading stocks. This approach aims to outperform the S&P 500 without leverage, with a time horizon of 3 to 5 plus years. Deal explains that the key is to identify businesses with the ability to adapt and remain relevant in tomorrow's economy, as well as companies that can grow their market share and have a sustainable competitive advantage. Valuation is based on a business's ability to self-fund growth and reinvest in itself, instead of relying on accessing capital markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode