Excellent compilation of highlights from Nicholas Sleep's Investor letters (generally hard to find) by @mastersinvest👏 Some great lessons for long-term investors.
cc: @dmuthuk @Gautam__Baid
mastersinvest.com/newblog/2020/9…
cc: @dmuthuk @Gautam__Baid
mastersinvest.com/newblog/2020/9…
Topics⬇️
Think Long Term
Ignore the Noise
Psychological Advantages
Focus on the Business
Founders & Management
Business Models & Customer Relationships
Scale Economics Shared
Compounding Machines
Position Sizing & Diversification
Inaction
The Value in Mistakes
Learning & Patience
Think Long Term
Ignore the Noise
Psychological Advantages
Focus on the Business
Founders & Management
Business Models & Customer Relationships
Scale Economics Shared
Compounding Machines
Position Sizing & Diversification
Inaction
The Value in Mistakes
Learning & Patience
Some of my fav parts. Pt1 ⬇️ 
Pt 2⬇️
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