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#365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners
Founders
Invest Long-Term, Not Just in Numbers
Timing is crucial in investment decisions, especially when few are buying into opportunities like Amazon. Experienced investors like Nick and Zach hold a valuable 'earned secret' after years of partnership and analysis, recognizing that the dominant companies leverage scale efficiency shared models. Traders may overlook long-term value as they focus on immediate data points and smaller ideas. In contrast, seasoned investors have a singular, overarching vision. Investment decisions aren't solely mathematical; they often require judgment, which can lead to controversy until results justify the approach. Understanding the difference between short-term trading and long-term value creation is key to successful investing.
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