Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders
Chit Chat Stocks
Intro
Exploring the insights from Nick Sleep's writings at Nomad Investment Partnership, analyzing their returns, best investments, investment philosophy, and lessons from their extensive letter, as part of a series on successful modern investors.
On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss:
(00:00) Introduction to the Nomad Investment Partnership and Nick Sleep
(07:21) The Importance of Diversification in Investing
(15:23) Exploring the Power of Scale Economies Shared
(33:50) Evaluating Business Robustness with the Robustness Ratio
(34:20) Analyzing Price-to-Value Ratio
(36:55) Understanding the Robustness Ratio
(40:16) The Importance of Capital Allocation
(44:37) The Power of Patience and Holding Winners
Nomad Letters: https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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