The Intrinsic Value Podcast - The Investor’s Podcast Network MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
Aug 18, 2023
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Survivor and Thriver Framework for Investing
02:15 • 15min
Investing for Outsized Performance and the Importance of Long-Term Perspective
17:03 • 5min
Understanding the Limitations of Traditional Metrics
21:38 • 15min
Fundamental Progress in Business and Show Sponsors
36:54 • 3min
Looking Beyond Traditional Investing Methods
40:09 • 18min
Embracing Mistakes and Connecting with JDP Capital Management
57:43 • 2min