MI337: The Power of Alignment: Strategies From A Fund Manager w/ Jeremy Kokemor | The Intrinsic Value Podcast - The Investor’s Podcast Network | Podwise
This podcast episode explores various aspects of investment strategies and portfolio management. It starts with a discussion on fee structures, highlighting the benefits and challenges of using unique fee structures like Buffett's 0625 fee structure. The importance of sustainable competitive advantages and thoughtful capital allocation is emphasized, using examples of successful companies like O'Reilly Auto Parts and NVR. The concept of concentrated portfolios and evaluation methods for investment opportunities are also discussed. The speakers share insights on determining the ideal investment portfolio, evaluating potential internal rates of return, and the significance of reinvestment in long-term value. Geographic considerations and industry selection for investment opportunities are explored as well.
