TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
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You're listening to TIP. Today's guests, Jason Donville and Jesse Gamble. are a few of the best growth investors that I've encountered. They're firm. Donville Kent Asset Management has built an incredible track record beating the SP 500 since 2008.
They've managed to do this through two brutal down cycles in 2008 and 2020. And through changing economic environments, they've consistently identified undervalued growth stocks long before the market catches on. Now I had the chance to interview Jason and Jesse back in 2023, and I took so much away from our first conversation. This time, we're going to dive deeper into several investing themes. Over the years, they've refined their process, evolving from using
systems such as Peter Lynch's peg ratio to using systems based on return on equity and now using the rule of forty, which is just a very, very powerful tool for spotting Fast growing companies with multi-bagger potential. We'll also discuss how they navigate the ever-changing market landscape. Including why the market consistently underprices quality growth stocks.
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