Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies

In this episode of The Synopsis, host Drew Cohen interviews Jeremy Kokemor, founder of Right Tail Capital, about his investment philosophy and approach to identifying long-term quality companies. Jeremy discusses the structure of Right Tail Capital, emphasizing its focus on long-term investing and minimizing business-related distractions. He shares insights on capital deployment, absolute versus relative returns, and the importance of owning durable, high-quality businesses like Constellation Software, NVR, and Murphy USA. The conversation explores the nuances of these businesses, including their competitive advantages and growth strategies, as well as Jeremy's investment decision-making process and risk management.