Own Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital

Right Tail Capital compounds via a concentrated ~15-stock quality portfolio, exiting fast once a thesis breaks rather than averaging down.

• Concentrated, quality framework: Right Tail Capital typically owns ~15 businesses chosen for strong cash generation, high reinvestment returns, and reasonable valuation, held multiple years.
• Target return math: Kokemor seeks new positions that can roughly double in five years (~15% annualized) and enter at or above the portfolio's median return potential.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.