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 dur...
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
- Listen to Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
- Learn how Warren Buffett built his $100 billion fortune here.
- Check out Bill Miller and William Green's conversation here.
- Check out John Huber's episode on Millennial Investing here.
- William Green's book - Richer, Wiser, Happier.
- Follow Clay on Twitter and Instragram.
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