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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
Description: Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more!Jeremy Deal is the founder and a portfolio manager at JDP Capital Management. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:25 - How Jeremy selects companies that are positioned to not only survive, but thrive.10:28 - How valuation fits into Jeremy’s investment process.30:16 - How he develops conviction for his holdings given that the future is unknowable.48:42 - Why hi...