Videos & News
WORTH A LOOK #5
Planet MicroCap host Robert Kraft’s interview with Jeremy Deal about Meritech Capital’s recent memo “Durable Growth” Background: How have the successful SaaS companies (based on shareholder returns) created value? Meritech models the factors that contribute…
How Undervalued is Our Portfolio Today?
Survivor & Thriver Fund, LP Fund Update Dear Partner, As of April, our fund was down 40% year to date. In April alone, we were down 21% which is the steepest decline we have experienced for a single month in our 10+ year history. Given the unusual...
Spotify’s 2022 Investor Day Review
On June 8 Spotify held its first investor day since going public in 2018. The event was excellent and did a great job of helping investors understand how disconnected the business's earning power is from price today. Spotify is a core fund position and we wanted to...
Worth A Look: “Characteristics of Durable AdTech Business Models”
[ VIDEO ] Jeremy Deal’s interview with the Millennial Investing Podcast about JDP’s Survivor & Thriver Fund strategy, how to develop conviction, and making long-term investments…
Podcast Interview w Jeremy Deal | Investing for Outsized Performance
[ VIDEO ] Jeremy Deal’s interview with the Millennial Investing Podcast about JDP’s Survivor & Thriver Fund strategy, how to develop conviction, and making long-term investments…
Q&A with Jeremy Deal | 2Q 2021
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…
Spotify’s Unrecognized Potential, Interview with Jeremy Deal & Sleepwell Capital
Jeremy Deal and and Spotify analyst "Sleepwell Capital" discuss the future of audio and the unrecognized potential of Spotify today with Good Investing Talks host, Tilman Versch (Part #1)
WORTH A LOOK “The Growing Value Proposition of Ad-Supported Streaming TV for Consumers”
JDP’s interview with Tal Chalozin, CTO and Co-Founder at Innovid Inc. – an important ad-tech company that provides infrastructure for Ad Supported Video on Demand or “AVOD” streaming TV. Advancements in video ad insertion technology has driven tremendous growth…
Q&A with Jeremy Deal | 1Q 2021
Jeremy Deal of JDP Capital Management shares an internal interview with Matthew Drengler from Podsights, as part of the frequent quarterly interviews they conduct in areas of interest in and around the portfolio. [ VIDEO ] Introduction to the Massive Podcast Opportunity, Money in Motion, Solving the Attribution Bottleneck, Digitizing Frictions to Buy Will Accelerate Podcast Ads, How Do Creators Utilize Platforms Such as…
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...