MI158: Investing for Outsized Performance w/ Jeremy Deal

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

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
• Related episode: MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica.
• Related episode: MI131: Richer, Wiser, Happier w/ William Green.
• Get a FREE audiobook from Audible.
• Check out our Investing Starter Packs about business and finance.

SPONSORS

Support our free podcast by supporting our sponsors:

• Range Rover
• Public
• Toyota
• Airbnb
• Facet
• Found
• Fundrise
• NetSuite

Read this episode’s transcript and full show notes on our website.

Connect with Jeremy: Website

Connect with Clay: Twitter 

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