#365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners
The best investors are not investors at all. They're entrepreneurs who have never sold. — Nick Sleep Nick Sleep’s letters are a masterclass on the importance of understanding the underlying reality of...
16 Sep 202455min
#364 Nick & Zak's Excellent Adventure: How Nick Sleep and Qais Zaharia Built Their Investment Partnership
How Nick Sleep and Qais Zakaria built their radically unconventional investment partnership. From the incredible book Richer, Wiser, Happier: How The World's Greatest Investors Win In Markets and Life...
10 Sep 202444min
#363 Li Lu and Charlie Munger and Warren Buffett
I sent a friend this text: I'm working on another Li Lu episode but this one is about his remarkable investing career. Can be summarized by: 1. Studied Buffett and Munger. 2. Did that. Last episode wa...
6 Sep 20241h 24min
#362 Li Lu
Charlie Munger said that Li Lu was the only outsider he ever trusted with his money. Decades before Li Lu made Munger half a billion dollars, Li survived one of the most horrific childhoods imaginabl...
26 Aug 202437min
#361 Estée Lauder
Warren Buffett and Charlie Munger said it was a crime that more business schools didn't study Henry Singleton. I think it's a crime that more entrepreneurs don't study Estée Lauder. She is one of the ...
18 Aug 202458min
#360 Robert Kierlin: Founder of Fastenal
Since its founding in 1967 Fastenal has grown from a small fastener store in Winona, Minnesota, into a multibillion-dollar global organization. How did a small town “nuts and bolts” shop become one of...
12 Aug 202456min
#359 The Russian Rockefellers: The Nobel Family Dynasty
The name of Nobel usually calls to mind Alfred Nobel, inventor of dynamite, and the internationally prestigious prizes that bear his name. But Alfred was only one member of a creative and innovative f...
7 Aug 20241h 6min
#358 I had dinner with John Mackey, Founder of Whole Foods
What I learned from having dinner with John Mackey and reading his autobiography The Whole Story: Adventures in Love, Life, and Capitalism. ---- Make history's greatest entrepreneurs proud by going to...
28 Jul 20241h 34min
