🎙️Quality Where You Least Expect it To w/ Jeremy Kokemor

Hi there,

I’ve just released a new podcast with Jeremy Kokemor (founder of Right Tail Capital) where we discuss the concept of finding quality where you least expect it to. In particular, we discuss two companies: NVR and Murphy USA. These two companies have compounded at a great clip in the past despite operating in industries typically disregarded as low-quality industries.

I hope you enjoy our conversation. You can listen to it in Spotify:

Or watch it on Youtube:

I’ve also prepared a transcript which is shared exclusively with paid subscribers.

Have a great day!