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Nov 2022
1h 2m

TIP492: The Best Investor You've Never H...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU'LL LEARN:

  • 00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure.
  • 00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund.
  • 00:14:54 - What fundamentally set Amazon and Costco apart from all other companies.
  • 00:15:33 - Sleep’s ideas related to portfolio management and portfolio diversification.
  • 00:23:14 - How Sleep uses Destination Analysis in selecting investment opportunities.
  • 00:25:43 - How Sleep capitalized on purchasing cheap stocks during the great financial crisis. 
  • 00:36:45 - Some thoughts on one of Sleep’s recent purchases in ASOS.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


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