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

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Listen 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.

SPONSORS

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• River
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• Public
• Connect Invest
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• Found
• American Express
• BAM Capital
• Fundrise
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