TIP492: The Best Investor You've Never Heard of

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.BOOKS AND RESOURCESListen to Clay’s previous episode covering Warren Buffett's 12 Investment Principles.Learn how Warren Buffett built his $100 billion fortune here.Check out Bill Miller and William Green's conversation here.Check out John Huber's episode on Millennial Investing here.William Green's book - Richer, Wiser, Happier.Follow Clay on Twitter and Instragram.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! 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by We Study Billionaires - The Investor’s Podcast Network