MI Rewind: Investing for Outsized Performance w/ Jeremy Deal

<p>Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more!</p><p>Jeremy Deal is the founder and a portfolio manager at JDP Capital&nbsp;Management.&nbsp;</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>02:25 - How Jeremy selects companies that are positioned to not only survive, but thrive.</p><p>10:28 - How valuation fits into Jeremy’s investment process.</p><p>30:16 - How he develops conviction for his holdings given that the future is unknowable.</p><p>48:42 - Why his fund only holds a handful of companies.</p><p>51:43 - Some of the biggest mistakes he has made and how he learned from those mistakes.</p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Related episode: Listen to <a href="https://link.chtbl.com/MI148" rel="noopener noreferrer" target="_blank"><strong>MI148: Studying Superinvestors &amp; Seritage Growth Properties w/ Tom Botica</strong></a>, or watch the <a href="https://www.theinvestorspodcast.com/millennial-investing/studying-superinvestors/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a>.</li><li>Related episode: Listen to <a href="https://link.chtbl.com/MI131" rel="noopener noreferrer" target="_blank"><strong>MI131: Richer, Wiser, Happier w/ William Green</strong></a>, or watch the <a href="https://www.theinvestorspodcast.com/millennial-investing/richer-wiser-happier/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Millennial Investing Starter Packs</strong></a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvest