August 31, 2021
Jeremy Deal & Seth Lowry of JDP Capital Management answer questions from current and prospective investors in regard to 2Q 2021. Questions below ↓
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( 1:46 ) Question #1 How do you think about the market today and valuations? — Arnold, Madison WI, potential investor
( 4:15 ) Question #2 Are podcasts more important to the Spotify thesis than music? — Amar, Miami FL, potential investor
( 8:23 ) Question #3 With people working more from home and office space abundant, how is DIRTT Environmental positioned to grow? — Tyler, Hamburg Germany, potential investor
( 13:43 ) Question #4 How will Ad supported revenue grow if Roku is showing less ads? – Tobi, Stockholm, Sweden, potential investor
( 17:30 ) Question #5 Is Roku going to compete with Netflix in buying shows? — Ronald, Calgary Canada, potential investor
( 21:59 ) Question #6 Can you talk more about the Roku Channel and how it is different from the platform? — M.K.R, San Diego CA, current investor
( 25:15 ) Question #7 Has your Roku thesis changed since the early days of COVID? — Treas, San Francisco, potential investor
( 28:05 ) Question #8 How bad has COVID affected StoneCo? — Silvi, NYC, potential investor
( 30:17 ) Question #9 Stone announced an equity investment in Banco Inter, how does that fit together into Stone’s other products?– Silvi, NYC, potential investor
Find JDP’s Fund Presentation here.