@@theROIpodcast mate. In 2001, after a decade in the industry, Sleep and his partner Qais Zakaria launched the Nomad Investment Partnership under the tutelage of Jeremy Hosking at Marathon Asset Management. The fund was spun out in 2006. After trouncing the index for thirteen years [20.8%pa vs index 6.5%pa], Nomad was closed in 2014 as Sleep & Zakaria sought more ‘caring pursuits’. They only had 3 holdings with zero changes & the fund was closed due to an investment mandate due to over-concentration. The holdings were: Berkshire, Costco & Amazon.
positive for 'muhh productivity' and yet wages stagnating or going down and less and less jobs. The dystopian reality is that almost every single path AI might take leads to almost all of the productivity gains being captured by a smaller and smaller few which leads to a disaster in a consumer economy such as the USA.
@@theROIpodcast so does it mean you're out as well..... I think that you recently did a video regarding the Sibaney as good longer term investment...?
According to legend, the office of Nomad, Nick Sleep and Qais Zakaria only had an armchair and a desk. Design your space and then let your space design you :)
![เป็นไปได้ไหม - WanMai [Official MV]](http://i.ytimg.com/vi/_6lZ6b3_7Vo/mqdefault.jpg)
![เป็นไปได้ไหม - WanMai [Performance Video]](http://i.ytimg.com/vi/Eh5hItD4Mr0/mqdefault.jpg)
Tell me guest is a bachelor without telling me guest is a bachelor
currently accepting interior decor tips haha
I'll donate a couch if he needs one lol. All joking aside, great interview!
@@jbweld6193 haha I've been pretty minimalist myself in the past
Interesting interview. Guys room needs a makeover.
thanks
Try & get Nick Sleep on the show 😂
who is that?
@@theROIpodcast mate. In 2001, after a decade in the industry, Sleep and his partner Qais Zakaria launched the Nomad Investment Partnership under the tutelage of Jeremy Hosking at Marathon Asset Management. The fund was spun out in 2006. After trouncing the index for thirteen years [20.8%pa vs index 6.5%pa], Nomad was closed in 2014 as Sleep & Zakaria sought more ‘caring pursuits’. They only had 3 holdings with zero changes & the fund was closed due to an investment mandate due to over-concentration. The holdings were: Berkshire, Costco & Amazon.
@@theROIpodcast Legendary value investor. Read Richer, wiser happier from William Green.
💯
Speaking of DEI, CEO of Sibanye Gold in the latest results presentation announced DEI as a priority for the company.... Goodbye Sibanye I am out.
positive for 'muhh productivity' and yet wages stagnating or going down and less and less jobs. The dystopian reality is that almost every single path AI might take leads to almost all of the productivity gains being captured by a smaller and smaller few which leads to a disaster in a consumer economy such as the USA.
I stopped investing in companies where DEI is a banner. These companies are not aligned with their shareholders.
yep
@@theROIpodcast so does it mean you're out as well..... I think that you recently did a video regarding the Sibaney as good longer term investment...?
@@vlastimiljanko8638 no I hold sbsw, as a reversion speculation/trade
According to legend, the office of Nomad, Nick Sleep and Qais Zakaria only had an armchair and a desk. Design your space and then let your space design you :)
#cope
haha never knew that
Oh dear - has he been declated bankrupt?
not that I'm aware
@@theROIpodcast his house indicates so ...