Nick Sleep: Portfolio & Investing Style Explained
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- Опубліковано 29 кві 2022
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Today, I explain the investing strategy that Nick Sleep (Nomad Investment Partnership) mastered to achieve a 921% return over his 13year career. We look deep into his Shareholder Letters to find the gems he shared, and look at some clips from Mohnish Pabrai's interviews to see how Nick and his Partner Qais Zakaria destroyed the market over their investment careers. We also take a look inside the Nomad portfolio to see what stocks propelled most of their returns (Amazon, Berkshire Hathaway, Costco)
I hope you enjoy this style of video and I had a lot of fun making this one!! Let me know if you have any other investors I can do a deep dive on.
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Nick Sleep Letters: igyfoundation.org.uk/wp-conte...
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Book List Below:
Richer, Wiser, Happier by William Green - amzn.to/3iCp8Pu
The Psychology of Money by Morgan Housel - amzn.to/3EYQuXC
The Dhando Investor by Mohnish Pabrai - amzn.to/3ulAqtM
Rule 1 by Phil Town - amzn.to/3F3MJQJ
One Up on Wall St by Peter Lynch - amzn.to/3uoqCzo
The Intelligent Investor by Benjamin Graham - amzn.to/3F0kGkX
Influence by Robert Cialdini - amzn.to/3ulF2jJ
Poor Charlies Almanack: The Wit and Wisdom of Charles T Munger - amzn.to/3B3UbKg
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Music: Lakey Inspired - Better Days. • LAKEY INSPIRED - Bette...
Stream on Spotify: spoti.fi/2YxsvYG
Artwork: Thumbnail+Background by Canva www.canva.com/
Sources: Footage Courtesy of Mohnish Pabrai: / mohnishpabrai
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Disclaimer: I am not a financial advisor and these videos are for entertainment purposes only. Please do your own due diligence before making any investing decisions. Investing IQ is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly
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Great video!
Good video mate, I’ll check Nick out. Thanks
Your channel is pretty much undervalued.
Haha thank you :) I appreciate the kind words
You're a magician - you made a pretty good video explaining nick sleep without there being a frame of footage of the man for you to use
Thank you Steve! I'm glad you enjoyed it :)
Great video. It takes a smart guy to realize uncommon wisdom and you are finding it.
Thank you Tom! I appreciate the kind words :)
Your investment style really inspires me as it resonates mine to a certain extent. Great video!!!
Thanks so much my friend :)
Mr. Nick sleep, change my mind on investing philosophy
Great video. Nick Sleep is a huge inspiration for me. A true out of the box thinker
Hey Harry! Same here! Nick's had a huge impact on my investing philosophy, such a wise dude. Thanks for your comment! :)
I think even Sleep told his investors after he closed his fund to just keep with the three investments (BRK, COSTCO and AMZN) he had at the close. I need to read the letters in full
Yeah he did, and they've all done really well since the fund closed too. They're great reads I highly recommend them :)
Great video Senan. Honestly had never heard of Nick Sleep before finding your channel.
On completely unrelated matter, what is that thing that constantly spins on the LHS of the screen?
Thanks Chris! Yeah hes awesome.. highly recommend reading his letters, his insights are incredible!
It's a floating plant (using magnets), and I have a little grogu to make it look like hes using the force to make it float lol
Very nice video.
Thanks for watching! :)
Can anyone think of other businesses that employ the scale economics shared philosophy?
I'm a year late. But excellent video! I have a question. I know hindsight is 20/20. You will only know you're investing in a great company after the fact. So even if we look at the walmart example. How could Nick Sleep possibly have known Walmart when it was trading at $0.34 cent back in 1984 would be successful? Back than i'm assuming walmart would of went public pre revenue making it a speculative play.
Where can you see Nick´s current portfolio online ? ?
Did you Watch Paddy Pimblett? Good stuff.
Also, ASOS tho
Yes haha he's good to watch watch for sure
I was gonna make a full video on Asos but I haven't got around to it yet.. it's one I'm unsure about as an investment and I can't see what Nick sees in the business. I'm not sure why they have an advantage over their competitors.
Can you go a video on Li Lu’s portfolio and strategy
Yeah mate of course :)
Hi Senan! Just wondering if you have a referral code for Stake? Im planning to invest and thought of helping out a small youtuber out.
Hey mate! Thanks so much, I really appreciate that :) its senanf598
Thank you for watching!
What is the percentage he allocate for each stock??
It changed a lot throughout his career, but toward the end I believe around 80-90% of total portfolio was in 3 stocks (Amazon, Costco, BRK). I heard somewhere that at one stage, Amazon was 60% of his portfolio! I suggest reading his letters as it gives more information about allocation :)
Nick's strategy is the same as Buffett's philosophy of "buying good businesses at fair prices". Where's the difference?
They are very similar. I would say Nick is a disciple of Buffett (and Munger) and expands on their philosophy. For example, Buffett talks about psychology and moats in investing, but imo Nick goes many layers deeper when discussing these topics which helps me have a better understanding of it. His letters gave me more clarity than Buffetts did, even though they are excellent also.
I would say that Nick Sleep’s investing style is like Charlie Mungers but on steroids (not in terms on results though, they are similar)
Yeah I totally agree! I said something similar in a recent video lol :) some of his best ideas and lessons are derived from ideas of Charlie