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.
In this conversation, Kevin Schawinski talks to Guy Spier about Supermassive Black Holes, the Big Bang, Quantum Mechanics, Artificial Intelligence 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 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.
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.
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.
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.
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.
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 by Guy Spier
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
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.
I gave a talk to the Swiss Society of Oxford University at the Said Business School in Oxford.