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).  Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive.