Interview #126 : Jarratt Davis (DV Capital Partners)

Deep value investing, research process, 2 stocks picks, and much more.

For this edition we have the pleasure of interviewing Jarratt Davis from DV Capital Partners.

In this issue we discuss the following, plus much more...

- Jarratts's background.
- Transitioning from private to public companies.
- Ideal set-ups.
- Research process.
- Where he's finding good value in the current markets.
- Portfolio concentration.
- Stock idea 1 💡
- Stock idea 2 💡
- His Substack newsletter.

Disclaimer: This interview is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.