This podcast episode delves into the transformative journey of Nick Sleep and Zak, highlighting their investment philosophies shaped by personal experiences and influential literature, particularly "Zen and the Art of Motorcycle Maintenance." Their partnership led to the establishment of Nomad Investment Partnership, where they embraced a methodical approach to investing, emphasizing the importance of intentional disconnection from fleeting information, and the power of the "scale economies shared" model exemplified by companies like Costco and Amazon. Through their discipline and focus on quality over immediate profits, they achieved remarkable success before ultimately dissolving the partnership, leaving behind valuable lessons on investment strategies and the significance of a deep understanding of businesses.
