Roam Research

Roam Research

I have been inspired by a number of people to “Learn in Public” – even though that idea seems daunting. I’ve tried out a couple of tweet-storms – which have certainly been interesting (and got me a couple of thousand new twitter...
Eitan Chitayat

Eitan Chitayat

Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv. I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he’s a creative genius. He’s also the author of the...
Hermann Peterscheck

Hermann Peterscheck

Hermann Peterscheck used to make games at a company called Riot. Now he manages Hypernormal Capital which involves a lot of reading, some writing and the occasional investment decision.   He is my go-to expert in the gaming industry. We talked about Nintendo,...
Marcelo Lima: Opening up after Coronavirus

Marcelo Lima: Opening up after Coronavirus

In this conversation, I talk to Marcelo Lima who is the CEO of Heller House Capital management about how we should open up in the aftermath of coronavirus.   Download a full summary here: https://aqfd.docsend.com/view/x75c8hw26i6v6s74      Transcript...
Conversation with Eric Schleien

Conversation with Eric Schleien

Last week, I sat down to speak with Eric Schleien on the Intelligent Investing Podcast.  I originally met Eric at the Berkshire meeting a decade ago. I’m impressed with how much Eric has grown over those years. I especially enjoyed talking about Switzerland how...
Zero Management Fees

Zero Management Fees

In my book, the Education of a Value Investor, I write about my difficulties in getting to a zero management fee structure for my fund. Indeed, it was only my meeting with Mohnish Pabrai, and our subsequent lunch with Warren Buffett that properly set me on that path....
I Learned about Cycling from That

I Learned about Cycling from That

The Spill It was a cool morning on my second day of cycling in Flanders. I was on a dedicated cycling path, near to Kortrijk at the epicenter of the Spring Classic cycling races. Group photo the morning of the spill I had joined some club cyclists to ride some...
With Whom I Would Invest

With Whom I Would Invest

With Whom would I Invest? If I was not investing professionally myself, who would I hire to invest for me? Here are the criteria that I would use. 1. They should be investing their own money  2. It should be their primary or sole focus  3. They should be in a position...
Talk at the Said Business School in Oxford

Talk at the Said Business School in Oxford

I gave a talk to the Swiss Society of Oxford University at the Said Business School in Oxford.    A few guests and Guy Spier Guy with Guests and Members of the Swiss Society of Oxford University cof Guy Spier with the Committee of the Swiss Society of Oxford...
Building an Investment Career the Right Way

Building an Investment Career the Right Way

Building an Investment Career the Right Way: The power of growing goodwill.    My contention in this talk is that most successful people – whether they are investors, or in other walks of life, are less focussed on the money, or success itself and more focused...
Ted Wechsler

Ted Wechsler

Great to see Ted Wechsler yesterday #berkshirehathaway pic.twitter.com/lxkR99QHxy — Guy Spier (@GSpier) May 5,...