Jeremy Kokemor – Tread Carefully When Investing in Metals and Mining

<p><strong>BIO: </strong>Jeremy Kokemor founded Right Tail Capital: a concentrated, fundamental equity investment firm based in Richmond, Virginia.</p><p><strong>STORY:</strong> Jeremy was an intern in an investment management firm where he got to cover small-cap metal miners. He was new to this industry and made several mistakes.</p><p><strong>LEARNING:</strong> Figure out your investment style. Be careful of overconfidence and overestimation bias when looking at stocks to invest in. Be willing to change your mind when the circumstances call for it.</p><p>&nbsp;</p><blockquote class="ql-align-center"><strong>“Figure out if there’s a certain type or style of investing that really appeals to you.”</strong></blockquote><blockquote class="ql-align-center">Jeremy Kokemor</blockquote><p>&nbsp;</p><h2>Guest profile</h2><p><a href="https://www.linkedin.com/in/jeremy-kokemor-righttailcapital/" rel="noopener noreferrer" target="_blank"><strong>Jeremy Kokemor</strong></a> founded <a href="https://www.righttailcapital.com/" rel="noopener noreferrer" target="_blank">Right Tail Capital</a>: a concentrated, fundamental equity investment firm based in Richmond, Virginia. Jeremy loves helping people with their investments through owning high-quality, under-valued companies for the long term. Jeremy grew up in New Orleans, Louisiana, prior to attending the University of Virginia. After working in investment banking and investment management, Jeremy graduated from Harvard Business School. He then worked with several fantastic investors at global mutual fund company T. Rowe Price before managing concentrated portfolios at Private Advisors and Thompson, Siegel &amp; Walmsley.</p><h2>Worst investment ever</h2><p>Jeremy had the great opportunity to work for T. Rowe Price after the financial crisis. He covered a portion of the technology sector for his internship and really enjoyed it. Later, when Jeremy was asked if there were any industries he did not want to cover, he said no because he liked learning about many different businesses