Unlocking The Investment Opportunity In Podcast Advertising
JDP Capital Management’s interview with with Matthew Drengler of Podsights Inc., disucssing the opportunities in podcast advertising. Q1 2021 hedge fund letters, conferences and more Dear Partner, JDP's strategy is to make investments in a handful of businesses that we believe have years of runway to compound earning power faster than the S&P. Much of our time is spent researching and thinking about where our investments are on their lifetime value-creation journey versus the price we paid. An important part of our research process is talking to entrepreneurs within the ecosystem of our portfo...