Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
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/agr4ggjf2rsuijbu Contents: 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)
March 3, 2021
1 hr 3 min
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Episode 16 · March 3, 2021
Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
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Guy Spier Episodes Around March 3, 2021
Episode 19 of 62 — walk the feed in the order it was published.
1:03:49This episodeJeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
Summary
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/agr4ggjf2rsuijbu
Contents:
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)
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