The Power of Alignment: Making the Best Decisions for Long-term Results w/ Jeremy Kokemor (MI337)

Video Description

Kyle Grieve and Jeremy Kokemor discuss the power of Buffett's 0/6/25 model, the importance of value, growth and quality in successful investing, identifying wonderful investments through reinvestment rates, investing in shareholder-friendly countries, and the required number of investments for concentrated investors. Jeremy Kokemor is the founder of Right Tail Capital. He has experience working in concentrated portfolios from his time at Thomas Siegel & Walmsley and has learned from mentors at T. Rowe Price. He graduated from Harvard Business School and previously worked in investment banking at Ewing Bemiss. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:34 - Why the 0/6/25 model is so powerful and how it aligns Jeremy with his partners 0:04:01 - Other methods that Jeremy has used to create alignment with his partners 0:09:56 - How Jeremy keeps costs down to help ensure his business model is optimized 0:13:03 - Why Jeremy views the combination of value, growth, and quality as being important for his investing process 0:15:04 - How a high-quality, low-debt business can add to their margin of safety outside of price 0:17:28 - The importance of reinvestment into wonderful businesses and value creation 0:19:50 - The similarities and differences between O'Reilly Auto Parts and NVR in terms of capital allocation 0:32:05 - Why Jeremy runs a concentrated portfolio 0:45:51 - Why we should evaluate a business based on it's ability to grow without reinvestment 0:53:40 - The strengths of using multiple evaluation methods to help you understand the value of a business 🤝Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members: https://theinvestorspodcast.com/mastermind 💬 Be a better you in 2024 by learning a new language. Get 50% off on a one-time payment for a lifetime Babbel subscription today. https://babbel.com/wsb 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ RELATED EPISODES: - Quality Investing: How to Own the Best Companies for Long Term Wealth w/ Lawrence Cunningham: https://youtu.be/VIZ4U3yIJ58 - The Long-Term Benefits of Evaluating Your Investments w/ Matthew Peterson: https://youtu.be/U9YOPiSikj8 - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer: https://youtu.be/Pp1m69E9vxg 🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/millennial-investing/the-power-of-alignement-strategies-from-a-fund-manager 📖 BOOKS MENTIONED: - The Psychology of Money by Morgan Housel: https://amzn.to/3Tfmj5p Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 💡 OTHER RESOURCES Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey. 🌍 Website: https://www.theinvestorspodcast.com/millennial-investing/ 📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/survey2023-youtube ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.