Equity Mates Investing Podcast

Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour

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Episode notes

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.

We want to say a huge thanks to Milford for supporting the Equity Mates US Tour.

Milford are a leading New Zealand fund manager and are now available for Australian investors and advisers.

Milford’s flexible, active management strategies and high-performing, globally experienced investment team aim to deliver strong long-term returns while managing downside risks.

Find the Milford funds on your trading platforms or at milfordasset.com.au, and before you invest, be sure to read the Fund’s Product Disclosure Statement and Target Market Determination found at milfordasset.com.au



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