Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more!Jeremy Deal is the founder and a portfolio manager at JDP Capital Management. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:25 - 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.51:43 - 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 RESOURCESRelated episode: Listen to MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica, or watch the video.Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Be confident that you’ll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Return to the all-access world of the rich and powerful. Don’t miss new episodes of Billions streaming August 11th on the Paramount Plus with Showtime plan.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite’s popular KPI Checklist, designed to give you consistently excellent performance for free.Learn from the world’s best minds - anytime, anywhere, and at your own pace with Masterclass. Get 15% off an annual membership today.Make investing in Short Term Rentals aka Air-BNBs simple, passive, and profitable with Techvestor. Listeners of Millennial Investing get better terms by just mentioning "Millennial Investing!" Sign up and book your call with their Investor Relations Team to get started today.Support our free podcast by supporting our sponsors.Connect with Jeremy: WebsiteConnect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.