MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 18 August 2023
⏱️ 60 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | On today's show, we've started to reshare some older episodes that are my favorite for a few |
| 0:07.5 | reasons. |
| 0:08.6 | One, we get a bunch of new listeners each week, so the new listeners may not have heard this |
| 0:13.2 | episode before. |
| 0:14.6 | Two, even if you've been listening for a while, you may have missed this episode when it |
| 0:19.2 | originally came out. |
| 0:22.5 | Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this |
| 0:27.2 | episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that, |
| 0:31.7 | and you can pick up with our new episodes next week. All right, guys, that's all I had for you |
| 0:36.5 | for this new intro. Everything going forward |
| 0:39.3 | is going to be from the original show. Hope you guys enjoy it. And that's an opportunity, |
| 0:46.8 | and that's an enormous opportunity. I mean, if you think about the number of people in finance |
| 0:50.8 | that can read a basic income statement or a basic balance sheet is pretty high, right? |
| 0:55.6 | It's kind of like accounting 101. |
| 0:56.8 | But the number of people that can do research and look at something a little more in depth is less. |
| 1:07.3 | On today's episode, I'm joined by Jeremy Deal. |
| 1:13.1 | Jeremy is the founder and portfolio manager at JDP Capital Management. During the episode, I chat with Jeremy about how he finds companies |
| 1:19.0 | that are positioned to thrive in any market environment, how valuation fits into his investment |
| 1:24.3 | process, how he develops conviction for his holdings given that the future |
| 1:28.0 | is unknowable, why his fund only invests in a handful of companies, some of the biggest |
| 1:33.2 | mistakes he has made, and how he learned from them, and much more. Jeremy uses an investment |
... |
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