We Study Billionaires - The Investor’s Podcast Network cover image

TIP664: The Nomad Investment Partnership Way: Quality In Business and Beyond w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

00:00

Concentration Over Diversification

This chapter explores the Nomad Investment Partnership's unique investment strategy that favors concentrating on high-conviction ideas rather than diluting funds across numerous assets. It introduces metrics like return on invested capital and the robustness ratio, emphasizing their role in evaluating business strength. Additionally, it addresses common investment biases and stresses the need for a long-term, patient approach to investment success.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app