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The Investing City Podcast

Ep. 106 - Drowsy Investor: The Art of Long Term-ism

May 9, 2024
Learn about Drowsy's grandfather holding Coca-Cola for 50 years, his top investments like NVDA and AMZN, and the importance of time in investing. Hear insights on conviction, lessons from successful investments, and why understanding companies is crucial. Discover the role of leadership in investment decisions and the journey of a first investment, emphasizing patience and long-term thinking.
39:14

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Quick takeaways

  • Long-term investing requires patience and conviction, inspired by holding Coca-Cola for 50 years.
  • Focus on passionate founders and customer-centric companies to drive long-term investment success.

Deep dives

Early Introduction to Investing Through Family Influence

Growing up in a family deeply involved in investing shaped the speaker's interest in the stock market. Hearing stories of successful investments, like his grandfather's early bet on desalinated water technology that turned into a profitable deal with Coke, sparked a passion for investing. This familial background laid the foundation for his journey that intensified about 12 years ago, leading to a dedicated focus on investing.

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