Jeremy Deal

Jeremy Deal, an expert in the music industry and the future of Spotify, discusses the company's business model, its valuation, and the challenges it faces. The podcast explores topics such as Spotify's growth, advertising strategy, monetizing podcasts, the potential of long-form content, the growth of digital audio, and the evolution of the audiobook industry.

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.