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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
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.

SPONSORS

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