Qais Zakaria, every mention
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every year anyone David Senra 71
Verbatim, from the transcripts: the passages where Qais Zakaria comes up
Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
- ▶ 14:15 David Senra And like you and I talked about last week, in one case, 70% of their net worth, I think this was, uh, Zach's net worth, 70% of Zach's net worth was in Amazon, just one stock.
- ▶ 42:32 David Senra Zach and I were told a story which we enjoyed enormously and might help illustrate this point. 6 times in the scene
Nick & Zak’s Excellent Adventure: How Nick Sleep & Qais Zakaria Built Their Partnership
- ▶ 1:55 David Senra Kais Zak Zakaria created a fund called the Nomad Investment Partnership, which they viewed as a laboratory test for how to invest, think, and behave in the most high quality way. 8 times in the scene
- ▶ 4:26 David Senra So Zach was born in Iraq in 1969. 13 times in the scene
- ▶ 8:01 David Senra It's the exact same thing for Nick and Zach. 6 times in the scene
- ▶ 9:52 David Senra It was wonderful, Zach said. 3 times in the scene
- ▶ 12:40 David Senra This concept of shelf life became a valuable filter, and they're talking about the trap that most investors, and I would say now most people, everybody's stuck in the never-ending now, as my friend David calls it, but specifically Nick and… 3 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. 4 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. 8 times in the scene
- ▶ 28:36 David Senra This is going to be Nick and Zach's earned secret. 4 times in the scene
- ▶ 32:46 David Senra It took years for Nick and Zach to grasp the nature of Amazon's competitive advantage. 4 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. 7 times in the scene