nick-sleep

What problem does it solve?

This Skill helps you evaluate businesses using Nick Sleep’s Scale Economies Shared (SES) framework so you can identify durable companies worth long-term ownership.

Core Features & Use Cases

• SES business quality test: Determines whether a company deliberately shares scale advantages with customers through lower prices, forming a self-reinforcing flywheel.
• Geographic franchise and competitive scope: Assesses how widely the moat applies across geographies and categories, not just whether a moat exists.
• Portfolio construction logic: Guides sizing and holdings using gazelles vs. elephants, portfolio curvature, and incentive alignment to support long-horizon investing.
• Holding/selling discipline: Provides criteria for when to hold for decades and when not to use the framework (e.g., thesis breaks or misaligned circumstances).

Quick Start

Use the nick-sleep skill to analyze the business model of Costco-style companies and explain whether they pass the SES, geographic franchise, and portfolio-alignment tests for long-term holding.