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16min chapter
#364 Nick & Zak's Excellent Adventure: How Nick Sleep and Qais Zaharia Built Their Investment Partnership
Founders
Long-term Investment Philosophy
This chapter discusses the evolution of investment strategies, from acquiring undervalued stocks to focusing on high-quality companies for long-term growth. The speakers emphasize significant investments, particularly in Costco and Amazon, illuminating the benefits of scale economies and customer loyalty. Through their experiences and reflections, they highlight the importance of building deep knowledge in investments and recognizing pivotal market moments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode