Guy Spier The Future of Investment Research

The Future of Investment Research Learning in Public 30th June, 2021 The Future of Investment Research: Learning in Public There is a revolution happening in investment research. Twenty five years ago, only a minority practiced fundamental analysis. Staring at the...

How to Succeed as an Investor in a World of AI

Introduction A lot of questions have been swirling lately about the impact of artificial intelligence and machine learning on the art (and business) of investing. Some people have argued that independent investment managers like Aquamarine will go the way of the dodo...

Zero Management Fees – The Survey

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…

I Learned about Cycling from That

The SpillIt 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. I had joined some club cyclists to ride some legendary routes along with the Cannondale...

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.