Jeremy Deal

1:03:49
 
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Manage episode 286401632 series 2830024
By Guy Spier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire.

Full transcript available here: https://aqfd.docsend.com/view/agr4ggjf2rsuijbu

Contents:

Transitioning to Europe (00:01:29)

Accessing Investment Research (00:06:12)

Major Takeaways (00:16:30)

Hamilton Helmer’s Seven Powers (00:24:29)

The Past is Not Representative of the Future (00:32:11)

Ad-Tech (00:47:19)

Admirable CEOs (00:54:15)

30 episodes