Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT

Hey guys! This week we got the one and only @SleepwellCap on the show today! We've got a wide ranging conversation today going from how he became a buy side generalist, lessons from the Fixed Income World, how conviction is the raw material for long term investing, differences between conviction and overconfidence, Sleepweell’s research process, will discuss serial acquires as an undiscovered gems in markets and of course why he is so bullish on Berkshire and Spotify. 

You are definitely missing out if you don’t follow him yet!

Check out our time-stamp below: 

• [0:00] Why Sleepwalk Capital? 
• [4:00] Lessons from the Fixed Income World 
• [11:00] Becoming a buy side generalist 
• [14:00] Music Career
• [16:00] Sleepwell’s Research Process
• [24:00] What is conviction?
• [31:00] Is conviction overrated?
• [38:00] What is in the Price?  
• [46:30] Undiscovered Gems: Serial Acquirers 
• [1:00:00] Mistakes made in 2021 
• [1:05:00] Achievements reached in 2021 
• [1:08:00] Improvements for 2022
• [1:13:00] Berkshire 
• [1:18:00] Spotify Bull Case 
• [1:33:00] More from Sleepwell and Closing Questions.

If you liked what you heard please give Sleepwell a follow on Twitter @SleepwellCap and subscribe to his Substack (link here). 

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