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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI158: Investing for Outsized Performance w/ Jeremy Deal
Description: IN THIS EPISODE, YOU’LL LEARN:
05:34 - 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 his fund only holds a handful of companies.
51:55 - Some of the biggest mistakes he has made and how he learned from those mistakes.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES
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