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The Undercover Fund Manager
FMUndercover
Finally finished reading Nick Sleep's Nomad Investment Partnership letters, all 245 pages. Wow, what a read! I've picked out my 35 favourite extracts which I've organised into 10 key themes.
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The second thread in the Nick Sleep series is on business quality versus valuation..."One of the things we have learnt over the last few years is that our most profitable
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The key to success in so many fields is subtraction. My investment results improved significantly when I stopped doing all of the following.....1) Checking the performance of my stocks/portfolio on
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12 investment lessons from Anthony Deden, Chairman of Edelweiss Holdings (I highly recommend googling if you're unfamiliar with this tremendous, but publicity-shy investor):1) Don't focus on growth, focus on what
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