Guy Spier interviews Aaron Edelheit about modern approaches to value investing and more
August 25, 2020

In this conversation, Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book, and American home.

Here is a link to Aaron’s twitter write-up
https://aqfd.docsend.com/view/cmci9b3i8hqs266c

Full transcript available here:
https://aqfd.docsend.com/view/gu8jh94rj4cemuu5

Contents:

(00:41) Modern Approaches To Value Investing 

(03:15) Twitter as a Curation Tool 

(16:47) Twitter: The Teenage Years 

(19:43) Expanding the Twitter Ecosystem

(33:29) Jack-of-All-Trades Investors 

(37:45) The Birth of a Value Investor 

(39:25) Business vs. Investing 

(41:51) Every Day and Twice on Sunday 

(48:43) Delayed Shareholder Gratification 

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers