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Treść dostarczona przez Stig Brodersen and The Investor's Podcast Network. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Stig Brodersen and The Investor's Podcast Network lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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TIP664: The Nomad Investment Partnership Way: Quality In Business and Beyond w/ Kyle Grieve

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Manage episode 442560690 series 1394353
Treść dostarczona przez Stig Brodersen and The Investor's Podcast Network. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Stig Brodersen and The Investor's Podcast Network lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

On today’s episode, Kyle Grieve discusses the investing philosophy and concepts from the Nomad Investment Partnership, how they created their fund structure to align themselves with partners, why they settled on inactivity, the powerful effects of businesses that share profits with customers rather than shareholder, how they ended up focusing on the scale economies shared business model, how they dealt with commitment bias, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:17 - How Nomad Investment Partnership created their ground rules to succeed in the long term

05:37 - The rare and unconventional way that Nomad wanted to be evaluated by their partners

09:13 - Why inactivity only works with certain businesses, and NOT all businesses

13:48 - The extraordinary returns of Costco, Amazon, and Berkshire Hathaway since the depths of the GFC, and a great insight into what Nomad said about that particular time

15:26 - Why Nomad focused on the scaled economics shared business model

20:29 - How Nomad utilized the concept of a "cone of uncertainty" to better understand risk and help with position sizing

29:12 - Why a deep understanding of a business earlier than the market is so beneficial and allows you to have outsized position sizes that can continue growing at market-beating returns

31:46 - Why your next best investing opportunity might already be in your portfolio

40:41 - Specific questions to ask to help you utilize destination analysis for long-term holdings

43:03 - The four most powerful mistakes that Nick and Zak observed

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES


NEW TO THE SHOW?

SPONSORS

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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971 odcinków

Artwork
iconUdostępnij
 
Manage episode 442560690 series 1394353
Treść dostarczona przez Stig Brodersen and The Investor's Podcast Network. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Stig Brodersen and The Investor's Podcast Network lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

On today’s episode, Kyle Grieve discusses the investing philosophy and concepts from the Nomad Investment Partnership, how they created their fund structure to align themselves with partners, why they settled on inactivity, the powerful effects of businesses that share profits with customers rather than shareholder, how they ended up focusing on the scale economies shared business model, how they dealt with commitment bias, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:17 - How Nomad Investment Partnership created their ground rules to succeed in the long term

05:37 - The rare and unconventional way that Nomad wanted to be evaluated by their partners

09:13 - Why inactivity only works with certain businesses, and NOT all businesses

13:48 - The extraordinary returns of Costco, Amazon, and Berkshire Hathaway since the depths of the GFC, and a great insight into what Nomad said about that particular time

15:26 - Why Nomad focused on the scaled economics shared business model

20:29 - How Nomad utilized the concept of a "cone of uncertainty" to better understand risk and help with position sizing

29:12 - Why a deep understanding of a business earlier than the market is so beneficial and allows you to have outsized position sizes that can continue growing at market-beating returns

31:46 - Why your next best investing opportunity might already be in your portfolio

40:41 - Specific questions to ask to help you utilize destination analysis for long-term holdings

43:03 - The four most powerful mistakes that Nick and Zak observed

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES


NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

971 odcinków

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