Guy Spier interviews Jeremy Deal about Hamilton Helmer’s Seven Powers
March 03, 2021

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: aqfd.docsend.com/view/agr4ggjf2rsuijbu

Contents:

(00:01:29) Transitioning to Europe
(00:06:12) Accessing Investment Research
(00:16:30) Major Takeaways
(00:24:29) Hamilton Helmer’s Seven Powers
(00:32:11) The Past is Not Representative of the Future
(00:47:19) Ad-Tech
(00:54:15) Admirable CEOs

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

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