News & Views
Q&A with Jeremy Deal | 4Q 2020
Jeremy Deal of JDP answers questions from current and prospective investors in 4Q 2020. [ VIDEO ] Q1:2:22 Question #1: “How is the portfolio positioned now versus last year?” – J.C. from Dallas, Question #2: “Each of JDP’s top investments are growth-focused, which sometimes means that these companies face higher competition, so how do you manage this future risk that is less foreseeable?” – A.S. from Germany…
Q&A with Jeremy Deal | 3Q 2020
Jeremy Deal of JDP Capital Management answers questions from current and prospective investors in 3Q 2020. [ VIDEO ] Q1: “Where do you see growth in industrials and where do you see value in tech? How are you thinking through/balance the opportunities to invest in each?” Q2: “When sourcing investments, what macro indicators do you track and how is that guiding your current investment process?” Q3: “The narrative has been that value…
The Unorthodox Role of JDP’s Investment Process
Great ideas are only as good as the investment process to see them through. A tipping-point in technological adoption across nearly every sector simultaneously is unleashing a financial opportunity greater than the upside created by financial crisis. We are living in an incredible time to be investing, but the path forward…
WORTH A LOOK “Podcasting is Transforming Global Audio Consumption”
We enjoyed this presentation by James Cridland who is an audio and podcast business consultant in Australia. Mr. Cridland was the former Digital Media Director for Virgin Radio, which was the world’s first radio smartphone streaming application. In our view…
Lorange Network Interview with Jeremy Deal and Nina Portier Reinhart
Dr. Peter Lorange discusses the "Future of Business" and growth opportunities created by COVID with Jeremy Deal and Nina Portier Reinhart. Peter Lorange is a Norwegian economist. He was the owner, President, and CEO of the Lorange Institute of Business Zürich,...
Explaining the Recent Failure of Value Investing
By Baruch Lev, Professor of Accounting and Finance, Stern School of Business, NYU, and Anup Srivastava, Canada Research Chair, Haskayne School of Business, University of Calgary Summary: Based on extensive data analysis we show that value investing has generally been...
Endogenous Technological Change
Paul M. Romer’s Nobel Prize paper (1990) on the role of endogenous technological change as the heartbeat of economic growth.
Paul M. Romer is an American economist and co-recipient of the Nobel Memorial Prize in Economic Sciences in 2018…
WORTH A LOOK “Battle for The Living Room”
Why we liked the video: Industry-level discussion about the debate over the future of Ad-supported tv “AVOD” (think Roku channel) versus subscription supported tv “SVOD” (think Netflix). The panel participants were not the usual CEOs with rehearsed soundbites, but a meat-and-potatoes group that represents a rapidly growing niche of content providers…
Q&A with Jeremy Deal | 2Q 2020
Jeremy Deal of JDP Capital Management answers questions from current and prospective investors.
[ VIDEO ] Question from B&D, Current LP, San Francisco Bay Area: “We are worried that the present “seemingly irrational melt-up” of the market portends a serious decline…
Now Is the Time to Think Like a Business Owner, Not a Trader
COVID-19 Partnership update Dear JDP Partners, I wanted to write a note to thank our investors who reached out to Seth and I over the past couple of weeks. My partner Lili and I are healthy and working from home. Seth is healthy and with family in Arizona. Mark...