What happened in the big bang? What is a multiverse? What is the Copenhagen interpretation of quantum mechanics? What’s the future of artificial intelligence? Will I ever have more than a cartoon understanding of these topics? Possibly. But I sat down with Kevin...
Mainly, we talk about Twitter. But we also talk a little about the American Home, and about Chick fil-a. Here is a link to Aaron’s twitter write-up https://aqfd.docsend.com/view/cmci9b3i8hqs266c And here is a link to the transcript...
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 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...
Introduction, Camilla Cavendish My conversation with Camilla Cavendish took place before the coronavirus – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at...
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. We also discussed the world economy, the state of the markets and coronavirus. More about...
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. hypernormalcapital.com/ www.linkedin.com/in/hermannpeterscheck...
Is now the time to invest? That’s the question that I asked Matthew Peterson. 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. Guy poses on the...
View this post on Instagram This is how I got my haircut today #endthelockdown #wearamask A post shared by Guy Spier (@gspier66) on Apr 27, 2020 at 2:08am PDT
Episode Summary 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. PDF here: https://aqfd.docsend.com/view/x75c8hw26i6v6s74 Contents: Marcelo on flipping the...
This conversation was with Naama Baram – who is the General Manager of Teva Pharmaceuticals in Switzerland. Teva and the Pharma Industry https://tevapharm.com/ Tweets by Bnaama https://www.linkedin.com/in/naama-bar-am/...
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...
Introduction, Camilla Cavendish My conversation with Camilla Cavendish took place before the coronavirus – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at...
If you plan to attend the Berkshire Hathaway meeting in Omaha… Berkshire Meeting 2019 Public group · 109 members Join Group If you plan to attend the 2019 Berkshire Hathaway meeting in...
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....
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 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...
