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#365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners
Founders
Embrace the Long View Over Short-Term Noise
In the current landscape, investors must recognize the dichotomy between short-term trading focus and long-term value creation. As exemplified by successful companies like Amazon, those who prioritize immediate data may miss the broader potential. Nick highlights that while traders operate with numerous small ideas, focusing on immediate fluctuations, a singular big idea—like Bezos' value creation approach—offers a more sustainable investment strategy. This underscores the importance of judgment in investment decisions, which often invite debate but eventually prove their worth in practice. Institutions unwilling to engage in controversial decisions may confine themselves to less impactful, math-based choices that fail to capture the essence of true value.
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