Matthew Peterson: Is now the time to Invest?
Guy Spier
May 01, 2020

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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 record questions and Matthew shares a rare message with all investors not to miss this opportunity.

Matthew Peterson is the managing partner of Peterson Capital Management, a concentrated, long-term, public equity fund.

Full transcript available here:

Executives Referenced:
Charlie Munger
John Malone
Peter Kaufman
Guy Spier

Businesses Discussed:
Daily Journal
Berkshire Hathaway

Books Recommended:
Commons Stocks and Uncommon Profits by Philip Fisher
A Man for All Markets by Edward Thorp

With Whom I would Invest by Guy Spier

0:56 – A Message for Investors
2:38 – Regret Minimization
4:46 – With Whom I Would Invest
5:29 – Admirable Business Managers
10:22 – Recommended Books
11:40 – Getting Connected
12:12 – Final Words

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