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Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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TIP492: The Best Investor You've Never Heard of

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Manage episode 346395037 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

871 afleveringen

Artwork
iconDelen
 
Manage episode 346395037 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

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