Guy Spier interviews Matthew Peterson about whether now is the time to Invest
May 01, 2020

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: https://aqfd.docsend.com/view/c7i6zkyp6uhk7wu3

Executives Referenced:

Charlie Munger
https://en.wikipedia.org/wiki/Charlie_Munger

John Malone
https://en.wikipedia.org/wiki/John_C._Malone

Peter Kaufman
http://latticeworkinvesting.com/2018/04/06/peter-kaufman-on-the-multidisciplinary-approach-to-thinking/

Guy Spier
https://en.wikipedia.org/wiki/Guy_Spier

Businesses Discussed:

Daily Journal
https://journaltech.com/

Berkshire Hathaway
https://berkshirehathaway.com/

Glenair
https://www.glenair.com/

Books Recommended:

Commons Stocks and Uncommon Profits by Philip Fisher
https://www.amazon.com/Uncommon-Profits-Writings-Investment-Classics-ebook/dp/B00XCC5Y0O

A Man for All Markets by Edward Thorp
https://www.amazon.com/Man-All-Markets-Street-Dealer/

Whitepaper:
With Whom I would Invest by Guy Spier

 

Content

(00:56) A Message for Investors

(02:38) Regret Minimization

(04:46) With Whom I Would Invest

(05:29) Admirable Business Managers

(10:22) Recommended Books

(11:40) Getting Connected

(12:12) Final Words

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers