MI158: Investing for Outsized Performance w/ Jeremy Deal

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>05:34 - How Jeremy selects companies that are positioned to not only survive but thrive.</li><li>10:28 - How valuation fits into Jeremy’s investment process.</li><li>30:16 - How he develops conviction for his holdings given that the future is unknowable.</li><li>48:42 - Why his fund only holds a handful of companies.</li><li>51:55 - Some of the biggest mistakes he has made and how he learned from those mistakes.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/studying-superinvestors/" rel="noopener noreferrer" target="_blank"><strong>MI148: Studying Superinvestors &amp; Seritage Growth Properties w/ Tom Botica</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/richer-wiser-happier/" rel="noopener noreferrer" target="_blank"><strong>MI131: Richer, Wiser, Happier w/ William Green</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from Audible</strong></a>.</li><li>Check out our<strong> </strong><a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Investing Starter Packs</strong></a> about business and finance.</li><li>Support our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors