3-Bullet Sunday, The Fund Manager That Beat The Market With Three Stocks

Lessons from Nick Sleep of Nomad Investment Partnership

Hi Fellow Compounders,

This week I’m sharing with you the formula applied by Nick Sleep to generate insane wealth for his investors. Over 13 years, Sleep generated returns of 921.1% , or in other words, $1 million invested rocketed to $10.2 million! It took me quite awhile going through all his letters (245 pages!) and investments, but I have finally distilled them into this article.

Read more to find out!

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I. On decision-making, it is either a “Hell-yeah” or “No”.

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II. Thank God I Am Left-Handed 🤣

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III. I love reading how companies’ brands are created. Some good books out there:

• Shoe Dog (Nike)

• The Everything Store (Amazon)

• That Will Never Work (Netflix)

• Setting the Table (Union Square Hospitality)

• The House That Jack Built (Alibaba)

• Eat a Peach (Momofuku)

• One Buck at a Time (Dollar Tree)

• Built from Scratch (Home Depot)

• Wild Company (Banana Republic)

• You Don't Know Jack... or Jerry (Jack Henry)

• Plain Talk: Lessons from a Business Maverick (Nucor)

• Four Seasons: The Story of a Business Philosophy (Four Season)

• Pour Your Heart Into It (Starbucks)

• Invested (Charles Schwab)

• What It Takes (Blackstone)

• The House of Mondavi

• Ride of a Lifetime (Disney)

• Super Pumped (Uber)

• Cable Cowboy (Malone)

• Steve Jobs by Walter Isaacson

Any other recommendations?