TIP492: The Best Investor You've Never Heard of

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure.</li><li>00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund.</li><li>00:14:54 - What fundamentally set Amazon and Costco apart from all other companies.</li><li>00:15:33 - Sleep’s ideas related to portfolio management and portfolio diversification.</li><li>00:23:14 - How Sleep uses Destination Analysis in selecting investment opportunities.</li><li>00:25:43 - How Sleep capitalized on purchasing cheap stocks during the great financial crisis.&nbsp;</li><li>00:36:45 - Some thoughts on one of Sleep’s recent purchases in ASOS.</li></ul><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Listen to Clay’s previous episode covering <a href="https://www.theinvestorspodcast.com/episodes/warren-buffetts-12-investment-principles-with-a-case-study/" rel="noopener noreferrer" target="_blank"><strong>Warren Buffett's 12 Investment Principles</strong></a>.</li><li>Learn how Warren Buffett built his $100 billion fortune <a href="https://www.theinvestorspodcast.com/episodes/how-warren-buffett-became-the-greatest-investor-to-ever-live-part-1/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Check out Bill Miller and William Green's conversation <a href="https://www.theinvestorspodcast.com/richer-wiser-happier/investing-legend-bill-miller-on-amazon-bitcoin-buffett/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Check out John Huber's episode on Millennial Investing <a href="https://www.theinvestorspodcast.com/millennial-investing/faang-the-new-value/" rel="noopener noreferrer" target="_blank"><strong>here.</strong></a></li><li>William Green's book -<a href="https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors/dp/B08