Nomad Letters to Partners 2001-2014 - Summary

The Nomad Letters to Partners are the complete collection of semi-annual investment letters from the Nomad Investment Partnership. These letters document Nick Sleep's investment journey from cigar butt investing to seeking near-permanent holdings, and his remarkable 20% annualized returns over 20 years.

Topics Covered

• Key Themes
• Notable Investment Cases
• The X-Amount Framework
• Performance
• Related Concepts

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Source: Full Letter