On Investing in IsraelI’ve been asked the question why I don’t invest in Israeli companies, given my connections to Israel: Half my family is there, my father was born there, I have an Israeli passport, I lived there, I speak very bad Hebrew. And I think that it’s...
Nobody’s Fool: Why We Get Taken In and What We Can Do About ItProfessor Chris Chabris has a new book coming out: Nobody’s Fool: Why We Get Taken In and What We Can Do About It – co-authored authored with Dan Simons. It’s their first book since “The Invisible Gorilla” which was published 13 years ago! Chabris tells me...
The Dissident.Congratulations to Director Bryan Vogel for his movie The Dissident – which tells the story of gruesome murder of Jamal Kashoggi. Part of that story is that Jeff Bezos got his phone hacked probably with the use of Pegasus which is software made by an Israeli...
Why Write an Email Newsletter?My answer to this question is to ask another: What if I keep seeking out the very best people? To learn from them: To shine a light on what they are doing right. If I make them a part of my ecosystem? If I amplify their actions? My email newsletter is one...
Georgina Godwin interviews Grant Schreiber the editor of Real Leaders
Grant Schreiber talks about growing up in South Africa, his books, Real Leaders magazine, and his plans for the future. He points out that it’s not all gloom and doom in South Africa.
Guy Spier interviews Kevin Schawinski about galaxies’ transition process and more
In this conversation, Kevin Schawinski talks to Guy Spier about Supermassive Black Holes, the Big Bang, Quantum Mechanics, Artificial Intelligence and More.
Guy Spier interviews Aaron Edelheit about modern approaches to value investing and more
Guy Spier talks to Aaron Edelheit about Twitter, modern approaches to value investing and a little about the American Home, and his book Chick fil-a.
Guy Spier interviews Eitan Chitayat who leads Natie, a creative branding agency based in Tel Aviv
Guy Spier originally met Eitan Chitayat at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he’s a creative genius.
Guy Spier interviews Camilla Cavendish on US Healthcare, Boris Johnson and the British Election
Our conversation took place before the Coronavirus – and hence in another world. Yet despite reminding us of cherished, past habits the discussion was remarkably prescient.
Guy Spier interviews Dante Albertini of Omaha Capital and some Peruvian investors
I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting.
Guy Spier interviews Herman Peterscheck on how to break into the Gaming Industry
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.
Guy Spier interviews Matthew Peterson about whether now is the time to Invest
The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility.
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.
Email Update April 2020
Email Update April 2020 by Guy Spier
Naama Baram of Teva Pharmaceuticals
This conversation was with Naama Baram – who is the General Manager of Teva Pharmaceuticals in Switzerland.
Teva and the Pharma Industry
Maria Wislawa Szymborska
Teva Background: 00:48:500
Teva and generics soon to come off patent: 03:05:500
Teva Copaxone 04:38:000
Teva R&D efforts: 06:42:500
Teva R&D budget allocation: 07:51:000
– Investment stages in clinical trials: 09:400:500
Teva R&D budget decisions: 10:53:500
Evaluating Teva for investment: 11:11:500
Teva Remicade: 12:23:500
Worlds of healthcare services and devices: 15:17:500
Pharma industry and covid19: 17:06:400
Naamas’ family life work balance: 19:50:000
Key things about meditation: 21:56:000
Mediation routine: 23:00:000
Difference between daydreaming and meditation: 24:13:200
– Thich Nhat Hanh: 25:30:000
– Eckhart Tolle author of The Power of Now and A New Earth: 25:42:500
Naamas’ poetry journey: 26:23:000
Maria Wisława Anna Szymborska: 27:32:000
Bible poems: 28:43:000
Whose texts should be in the Bible if it were to be rewritten:
Yehuda Amichai: 29:06:900
Companies & CEO admiration: 30:32:500