Hey I'm Daniel Snyder. This is a weekend bite. In this episode, we are joined by Jeremy

Cocamora from Right Tale Capital to get his thoughts on two stock ideas that might be right for

your portfolio in this bear market. But before we dive in with Jeremy on his ideas,

I want to take a moment to highlight that next Tuesday,

October 11th at 2 PM Eastern.

Mike Saul and myself are hosting a free webinar to kick off earnings season and we're going over the seeking alpha earning screen or created by our own proprietary quant system that highlights stocks that are most likely to beat and miss their earnings.

We'll also have time to take your questions

and the link for that will be added to the description,

so make sure you grab your spot for that.

Now, let's get right into it and bring Jeremy into the conversation to get his thesis on these two stocks Jeremy welcome to the show it's great to have you

morning Daniel how are you doing very well so I like to kick things off just by kind of asking if you could break down what right tail capital is all about just so our audience kind of knows.

Absolutely. So I founded righttail Capital with the simple premise that I want to be investing for many decades. I love investing. I want to do it for as long as I can still think soundly.

And so it was really the idea to kind of take the money

that our family has kind of earned and saved over the years

and invest that and really play to my strengths and have our money compound right

alongside any other investors who want to come alongside us and join again kind of for the long term and have that longer duration and the name

right tail really appealed to me for four reasons. So first and foremost annual if you think of a normal bell-shaped

distribution curve, I really want our returns to be excellent and to be in the

right tail. Secondly, I'm typically going to be investing in higher quality businesses that have proven themselves to be in the right tail or better than their peers or the broader company set at large. And then secondly there are two kind of personal reasons. Number

one I love the process of how do we all get better over time and move ourselves into more of the right

tail, whether that's investing, whether that's health,

whatever the case might be.

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