Jeremy Kokemor

Founder, Portfolio Manager: Right Tail Capital

[Jeremy Kokemor @JeremyKokemor]

Discussing today’s idea-rich investing environment and why I’m optimistic about the opportunities ahead.

Right Tail Capital's Q2 2026 Letter
https://t.co/GIPRwv2pA1

[Jeremy Kokemor @JeremyKokemor]

Blending the old and the new in investing.

Right Tail Capital's Q1 2026 Letter
https://t.co/f1W7POsDCa

[Jeremy Kokemor @JeremyKokemor]

When walking backward is the right long-term move.

Right Tail Capital's Q4 2025 Letter
https://t.co/RHuodwIhZe

[Jeremy Kokemor @JeremyKokemor]

@stockthoughts81 Thanks for a great list. I preferred Daring to Succeed over the Wawa Way

[Jeremy Kokemor @JeremyKokemor]

What can we learn from a boring auto parts company?

Right Tail Capital's Q3 2025 Letter
https://t.co/7djdpaVypc

[Kevin Carpenter @kejca]

Charlie Munger: "I did not intend to get rich — I wanted to get independent — and just overshot." 🤣

"If you just get up every morning and keep plugging [away] and have some discipline and keep learning, it's amazing how it works out okay."

[Jeremy Kokemor @JeremyKokemor]

@CJ0pp3l Would love to!

[Jeremy Kokemor @JeremyKokemor]

The Most Important NVR Chart Nobody's Talking About

When a company quietly doubles the fuel in its growth engine, you want to pay attention. NVR just did exactly that.

https://t.co/3BU9vTyi9O

$NVR

[Ryan Holiday @RyanHoliday]

Say no. The more you say no to the things that don’t matter, the more you can say yes to the things that do.

[Jeremy Kokemor @JeremyKokemor]

What was the hardest part of starting Right Tail? I explore this and many other learnings from the first 3 years of Right Tail.

Right Tail Capital's Q2 2025 Letter
https://t.co/MUs7Gfkhdi

[Jeremy Kokemor @JeremyKokemor]

I asked Google's Notebook LM to create a podcast from Right Tail's investor letters over the past 3+ years. Here it is for you to enjoy...what do you think?
https://t.co/hyLIpp6P46

[Jeremy Kokemor @JeremyKokemor]

Medpace (MEDP): A Case Study in Exceptional Value Creation https://t.co/trjp3SdweT

$MEDP

[Jeremy Kokemor @JeremyKokemor]

Many investors overweight today’s news and underweight what great companies can accomplish in five years.

Right Tail Capital's Q1 2025 Letter
https://t.co/Iclwa07dht

[Jeremy Kokemor @JeremyKokemor]

Here's where to find it...thanks @Speedwell_LLC

[Speedwell Research @Speedwell_LLC]

🎧 Listen Spotify: https://t.co/qr81ZcQz5D

🎧 Listen Apple: https://t.co/P0F4y6Yvfz

[Jeremy Kokemor @JeremyKokemor]

@Speedwell_LLC @Speedwell_LLC did a fantastic job. Always great to discuss how I love helping our investors at Right Tail Capital!

[Speedwell Research @Speedwell_LLC]

*New Podcast Interview Released*

🔺~🔺~🔺

We talk to Right Tail Capital’s Founder and Portfolio Manager @JeremyKokemor on:

🔹 The Business Model of Investing

🔹 Stock Selection and Finding Returns

🔹 3 Quality Stocks Right Tail is Invested in

⬇️ Links⬇️

[Jeremy Kokemor @JeremyKokemor]

@bizalmanac @Speedwell_LLC Thanks @bizalmanac, you do great work and I appreciate your kind words!

[Jeremy Kokemor @JeremyKokemor]

@Invesquotes Leandro - what a fun conversation! Thank you for having me on your podcast!

[Jeremy Kokemor @JeremyKokemor]

Berkshire Hathaway: the First 10 years https://t.co/bZ4RHKz34I

[Leandro @Invesquotes]

🎙️New podcast episode!

Quality Where you Least Expect it To w/ @JeremyKokemor

We discuss (among others) $NVR and $MUSA, two quality companies that are not typically regarded as such.

L*nk in the next tweet!