Calls
3
William Green
Author & Financial Journalist
Win Rate
33.3%
return
+3.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 21
$210.11
+17.4%
Green discusses the strategy of Nick Sleep and Zakaria (Nomad), noting their portfolio concentration in Amazon, Costco, and Berkshire Hathaway based on "scale economies shared." Green connects this to Nima Shayegh's philosophy of holding a few high-quality businesses for the long term. These companies share efficiency gains with customers to widen their moats, a qualitative trait that ensures longevity. Hold these "immortal" business models that align customer benefits with shareholder value over decades. Leadership changes (post-Munger/Buffett) or antitrust regulation impacting scale.
Green discusses the strategy of Nick Sleep and Zakaria (Nomad), noting their portfolio concentration in Amazon, Costco, and Berkshire Hathaway based on "scale economies shared." Green connects this to Nima Shayegh's philosophy of holding a few high-quality businesses for the long term. These companies share efficiency gains with customers to widen their moats, a qualitative trait that ensures longevity. Hold these "immortal" business models that align customer benefits with shareholder value over decades. Leadership changes (post-Munger/Buffett) or antitrust regulation impacting scale.
Hyperscalers
Long
Feb 21
$498.20
-1.8%
Green discusses the strategy of Nick Sleep and Zakaria (Nomad), noting their portfolio concentration in Amazon, Costco, and Berkshire Hathaway based on "scale economies shared." Green connects this to Nima Shayegh's philosophy of holding a few high-quality businesses for the long term. These companies share efficiency gains with customers to widen their moats, a qualitative trait that ensures longevity. Hold these "immortal" business models that align customer benefits with shareholder value over decades. Leadership changes (post-Munger/Buffett) or antitrust regulation impacting scale.
Green discusses the strategy of Nick Sleep and Zakaria (Nomad), noting their portfolio concentration in Amazon, Costco, and Berkshire Hathaway based on "scale economies shared." Green connects this to Nima Shayegh's philosophy of holding a few high-quality businesses for the long term. These companies share efficiency gains with customers to widen their moats, a qualitative trait that ensures longevity. Hold these "immortal" business models that align customer benefits with shareholder value over decades. Leadership changes (post-Munger/Buffett) or antitrust regulation impacting scale.
Capital Markets
Long
Feb 21
$985.27
-5.7%
Green discusses the strategy of Nick Sleep and Zakaria (Nomad), noting their portfolio concentration in Amazon, Costco, and Berkshire Hathaway based on "scale economies shared." Green connects this to Nima Shayegh's philosophy of holding a few high-quality businesses for the long term. These companies share efficiency gains with customers to widen their moats, a qualitative trait that ensures longevity. Hold these "immortal" business models that align customer benefits with shareholder value over decades. Leadership changes (post-Munger/Buffett) or antitrust regulation impacting scale.
Green discusses the strategy of Nick Sleep and Zakaria (Nomad), noting their portfolio concentration in Amazon, Costco, and Berkshire Hathaway based on "scale economies shared." Green connects this to Nima Shayegh's philosophy of holding a few high-quality businesses for the long term. These companies share efficiency gains with customers to widen their moats, a qualitative trait that ensures longevity. Hold these "immortal" business models that align customer benefits with shareholder value over decades. Leadership changes (post-Munger/Buffett) or antitrust regulation impacting scale.
Staples Retail
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William Green has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: AMZN, BRK.B, COST.
