HeyJaredNew Horizons Investment
This podcast is designed to introduce new investors to investing.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 28, 2026
- Audience
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- Earliest in this view
- Jul 8, 2026
Latest episodes
The End: Combining of Michael Burry, Nick Sleep, and the EIS framework (opens the original)
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The final three articles of the 14-part series bring together the philosophies of Michael Burry, Nick Sleep, and the EIS framework into a single, cohesive investment system. Together, they transition the series from analyzing individual concepts to providing a complete blueprint for identifying, evaluating, and holding long-term compounding assets.
The 5 Common Burry/Sleep Investment Themes (opens the original)
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The Burry/Sleep series outlines a unified framework for long-term investing, starting with invisible moats where customer economics and scale economies shared continuously widen a competitive advantage, paired with a long runway that allows a business to productively reinvest capital at high incremental returns over decades. It demonstrates that capital allocation actively shapes future market dynamics and cost of capital through self-reinforcing cycles, while the waiting game requires active, m
Why MELI Looks Like the Best Ecosystem as a Compounding Machine (opens the original)
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This episode discusses the fundamental Nick Sleep-inspired question remains: "How much stronger does this business become every time another customer joins?" For Mercado Libre, every new user improves the data pool for credit, increases the density for logistics, and enhances the liquidity of the marketplace. While delinquencies and macro volatility remain the primary risks, MELI's status as a 20-year ecosystem compounder is backed by a model that becomes more difficult to disrupt with every tra
Nick Sleep and the Philosophy of Long-Term Compounding (opens the original)
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This episode discusses the investment philosophy of Nick Sleep , a fund manager who prioritized extreme patience and the long-term compounding of high-quality businesses. Sleep’s strategy centered on the concept of scale economies shared , where companies like Costco and Amazon reinvested savings back into lower prices for customers to create a virtuous growth cycle . Rather than trading frequently, he advocated for deep research and heavy concentration in a few exceptional firms with long runwa
The Burry Blueprint: Independent Thinking and Financial (opens the original)
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This episode discusses an investment methodology that merges the contrarian tactics of Michael Burry with the long-term compounding focus of Nick Sleep . This podcast introduces a "Burry Checklist" and a research loop designed to identify market mispricings by scrutinizing financial statements and challenging consensus beliefs. To complement this, the Equity Integrity Score (EIS) framework is used to evaluate a company’s structural soundness , focusing on factors like capital returns and revenue
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