Nick Sleep, every mention
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every year anyone David Senra 143
Verbatim, from the transcripts: the passages where Nick Sleep comes up
The Merchant Bankers
- ▶ 44:22 David Senra That made me think of one of my favorite quotes came from Nick Sleep.
400 Pages of Warren Buffett and Charlie Munger In Their Own Words
- ▶ 21:28 David Senra You know, I love that line from Nick sleep.
Mr Beast's Leaked Memo
- ▶ 2:24 David Senra There was a great line from last week's episode on Nick Sleep's partnership letters that talks about this, you know, him doing all this thinking, spending all this time trying to think through problems.
- ▶ 6:01 David Senra I think this goes back to what Nick sleep wrote in his investment letters. 2 times in the scene
Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
- ▶ 1:36 David Senra With the warmest regards, Nick Sleep. 5 times in the scene
- ▶ 3:03 David Senra And so the note I left myself on this page is really two ideas or why I spent two weeks, why I did an episode last week that gives an overview of how Nick and Zach built their investment partnership. 10 times in the scene
- ▶ 8:04 David Senra And so Nick is like, okay, so Costco is committed to this strategy of EDLP. 3 times in the scene
- ▶ 12:52 David Senra And Nick says, if it's the single best thought you have ever had in your life, it needs to dominate everything because you're not going to get many insights like that. 3 times in the scene
- ▶ 18:45 David Senra And so then Nick elaborates on the honestly run part of this. 9 times in the scene
- ▶ 28:58 David Senra Towards the end of his partnership letters, Nick Sleep writes something that's excellent. 10 times in the scene
- ▶ 39:04 David Senra Remember Nick said that the greatest speech on investment wasn't about investment. 10 times in the scene
Nick & Zak’s Excellent Adventure: How Nick Sleep & Qais Zakaria Built Their Partnership
- ▶ 0:00 David Senra Nick Sleep wanted to stay in Edinburgh, so he looked around to see what Edinburgh was good at, and he learned that Edinburgh had a reputation for fund management. 18 times in the scene
- ▶ 5:31 David Senra Nick and Zach, a cornerstone to their partnership, I would say, is the fact that Nick and Zach develop a deep understanding. 2 times in the scene
- ▶ 6:42 David Senra So it was during the same time that Nick left that small Scottish fund. 13 times in the scene
- ▶ 10:04 David Senra Nick kept nagging his bosses to let him launch a concentrated fund within Marathon, with Buffett serving as his model. 4 times in the scene
- ▶ 12:00 David Senra So Nick is going to quote the philosopher William James about their thinking. 8 times in the scene
- ▶ 15:42 David Senra When they analyze companies and interviewed CEOs, Nick and Zach probe for insights with a long shelf life. 4 times in the scene
- ▶ 21:25 David Senra Instead, Nick and Zach played what they viewed as a long, simple game, which involved buying a few intensely researched stocks and holding them for years. 6 times in the scene
- ▶ 25:40 David Senra But Nick and Zach saw underappreciated strength in Costco's fanatical focus on delivering value to shoppers. 10 times in the scene
- ▶ 28:36 David Senra This is going to be Nick and Zach's earned secret. 6 times in the scene
- ▶ 37:48 David Senra In 2006, Nick and Zach resigned from Marathon and made Nomad a fully independent fund, giving themselves even more latitude to follow their idiosyncratic convictions. 14 times in the scene
- ▶ 41:04 David Senra I mean, Nick Sleep is telling you, hey, you should read William Green's book. 3 times in the scene