Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research

The Education of a Value Investor
03/03/2021 1h 3min Episodio 16
Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research

Listen "Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research"

Descargar episodio Ver en sitio original

Episode Synopsis

In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire.Full transcript available here: https://aqfd.docsend.com/view/agr4ggjf2rsuijbuContents:Transitioning to Europe (00:01:29)Accessing Investment Research (00:06:12)Major Takeaways (00:16:30)Hamilton Helmer’s Seven Powers (00:24:29)The Past is Not Representative of the Future (00:32:11)Ad-Tech (00:47:19)Admirable CEOs (00:54:15)

More episodes of the podcast The Education of a Value Investor

From Data Overload to Data Impact with Ritavan 25/07/2025
Uncertainty and Enterprise: A conversation with Amar Bhidé 04/04/2025
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 4 of 4 13/02/2025
Think smarter, not harder with Howard Marks 23/01/2025
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 3 of 4 22/11/2024
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 2 of 4 15/11/2024
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 1 of 4 01/11/2024
Building a Framework for Business Quality with Simon Kold 18/10/2024
Building a Robust Investment Strategy: Insights from Tobias Carlisle 18/09/2024
Jo Boaler on a visual approach to math, the illusion of knowledge, and differences between UK and US 23/08/2024
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA