MI158: 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
🗓️ 12 April 2022
⏱️ 59 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:03.1 | And that's an opportunity, and that's an enormous opportunity. |
| 0:06.1 | I mean, if you think about the number of people in finance that can read a basic income statement or a basic balance sheet is pretty high, right? |
| 0:13.4 | It's kind of like accounting 101. |
| 0:14.6 | But the number of people that can do research and look at something a little more in-depth is less. |
| 0:25.1 | On today's episode, I'm joined by Jeremy Deal. |
| 0:28.7 | Jeremy is the founder and portfolio manager at JDP Capital Management. |
| 0:33.3 | During the episode, I chat with Jeremy about how he finds companies that are positioned to thrive |
| 0:38.1 | in any market environment, how valuation fits into his investment process, how he develops |
| 0:43.7 | conviction for his holdings given that the future is unknowable, why his fund only invests |
| 0:48.6 | in a handful of companies, some of the biggest mistakes he has made and how he learned from |
| 0:53.2 | them, and much more. |
| 0:55.0 | Jeremy uses an investment framework he calls the Survivor and Thriver Framework, |
| 0:59.8 | which includes principles similar to Buffett's style in investing, |
| 1:02.9 | which includes knowing your businesses very well, |
| 1:05.4 | discovering companies trading at a large discount to intrinsic value, |
| 1:09.4 | companies that have a growing competitive advantage in their |
| 1:12.0 | industry, and much more. We'll be diving into Jeremy's framework here during the episode, |
| 1:16.3 | so I hope you enjoy it. A quick note before we dive in, we had a few connection issues during |
| 1:21.2 | the episode, so the audio is a bit glitchy at time, so please bear with us. I promise that Jeremy |
| 1:27.3 | brought a ton of value during the |
| 1:29.0 | episode, so I know it'll be well worth listening through. Also, my co-host Robert released a |
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