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: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with Jeremy: Website Connect with Clay: Twitter  HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! 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