TIP492: The Best Investor You've Never Heard of

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
IN THIS EPISODE, YOU'LL LEARN:

  • 00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure.
  • 00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund.
  • 00:14:54 - What fundamentally set Amazon and Costco apart from all other companies.
  • 00:15:33 - Sleep’s ideas related to portfolio management and portfolio diversification.
  • 00:23:14 - How Sleep uses Destination Analysis in selecting investment opportunities.
  • 00:25:43 - How Sleep capitalized on purchasing cheap stocks during the great financial crisis.
  • 00:36:45 - Some thoughts on one of Sleep’s recent purchases in ASOS.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES




SPONSORS

Support our free podcast by supporting our sponsors:


Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
10
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
18
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
13
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
15
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
16
We Study Billionaires - The Investor’s Podcast
W
Back
Top