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)

Om Podcasten

I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.