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Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour
The Equity Mates US Tour continues, thanks to Milford Asset.
In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM.
We really enjoyed this interview. Jeremy is the founder of Right Tail and focuses on buying undervalued, high-quality businesses through fundamental research. We unpack his investment philosophy and how he develops high conviction for his portfolio of 8-15 stocks. We also discuss where he's seeing opportunities in the market at the moment, using car dealerships as a case study.
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