Jeremy Kokemor

Jeremy Kokemor, Founder of Right Tail Capital and a seasoned investment expert, shares insights from his nearly three-decade career. He explains his philosophy of focusing on long-term investments in high-quality companies. Topics include strategic stock selection and the potential of the gas station industry, with a spotlight on Murphy USA's operational advantages. He delves into the home building sector, discussing NVR's innovative approach, and the significance of aligning with clients for mutual growth in investments.

Join Jeremy Kokemor, founder of Right Tail Capital, as he dives deep into the art of quality investing. He unpacks the psychological factors behind investment choices and the significance of understanding management teams. Discover how NVR's innovative land ownership strategy sets it apart in home building, plus insights into the overlooked US convenience store landscape. Kokemor reveals the hidden gems in investment, emphasizing strong management and balance sheets, all while sharing the importance of emotional detachment in portfolio management.

Jeremy Kokemor discusses Buffett's 0/6/25 model, importance of value, growth, and quality, reinvestment rates, and shareholder-friendly regulations. He focuses on concentrated portfolios, evaluating businesses, and alignment with partners for successful investing strategies.