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Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
ratings:
Length:
64 minutes
Released:
Mar 3, 2021
Format:
Podcast episode
Description
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/agr4ggjf2rsuijbuContents: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)
Released:
Mar 3, 2021
Format:
Podcast episode
Titles in the series (51)
Camilla Cavendish on Brexit and the Pleasure of Writing: My conversation with Camilla Cavendish took place before corona – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at Harvard, and normally flies over every six weeks – the discussion was remarkably prescient. by The Education of a Value Investor