Guy Spier interviews Gautam Baid: the author of the international best-seller The Joys of Compounding.
Mr. Baid talks to Guy Spier about growing up in India, moving to the United States, changing careers, and how he found his calling in life. He also shares his future projects and important lessons on compounding.
Jackie Shoback talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career and the future of digital identity.
Brian Murray talks to Guy Spier about contingency lawyers, Robinhood and the history and importance of arbitration clauses.
Yishai Kiczales talks to Guy Spier about classic books and movies, about the recent changes in the world of cinema, and highlights some things the streaming services are missing.
William Green shares with Guy Spier the long journey he has been on, before finally reaching the confidence and courage to publish his own book.
Philippe discusses with Georgina Godwin his upbringing in France, as the son of Tunisian immigrants and the origin of his Arabic name, Taieb.
Guy Spier finds out how Deal uses the framework in his own investment research as well as some of the major takeaways from this research.
Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania.
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.
Joe knows about what winning feels like, but also what losing feels like. He has also thought carefully about when it’s smart to quit (even though it can be very difficult).
In this call, Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance.
Georgina Godwin discusses with Guy Spier her start as a radio host, working at Monocle, and the importance of asking about the interviewee’s early influences.
In this episode, Guy Spier reads through his most recent email update: Knowledge Management in a New Era, recommending a few pieces of great writing.
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
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 it's...
I did an interview in my office with Tilman Versch of Value Dach
I spoke to Georgina Godwin of Monocle Radio about my book, "The Education of a Value Investor".
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...
I gave a talk to the Swiss Society of Oxford University at the Said Business School in Oxford.
I enjoyed talking with Ali Velshi at the Time to Grow Conference held at the Ismaili Center in Toronto
Building an Investment Career the Right Way: The power of growing goodwill. My contention in this talk is that most successful people - whether they are investors, or in other walks of life, are less focussed on the money, or success itself and more...
Great to see Ted Wechsler yesterday #berkshirehathaway pic.twitter.com/lxkR99QHxy — Guy Spier (@GSpier) May 5, 2018
Nutrition the next frontier for the consumer and health care industries (1) from Guy Spier
View this post on Instagram A post shared by Guy Spier (@gspier) on Mar 2, 2016 at 3:48pm PST Here are some of the key things that Eric Schmidt said at this lunch: "I am not an entrepreneur" Eric has no pretensions to being an entrepreneur. He's a manager...
My interview with John Mihaljevic, the Managing Editor of The Manual of Ideas Read the interview
Aquamarine Fund has been ranked #6 in the Equity Long-Bias category for the month of April, 2009 by BarclayHedge. This fund was ranked based on Barclay's hedge fund database
The editor of World Affairs Monthly interviewed me to discuss events of the last several months and the effect of Wall Street on the United States and the rest of the world. Read the article
I was on the panel at the Value Investing Conference held at the Darden School of Business, University of Virginia. See the video
I contributed to a paper published by the Centre for Dynamic Macroeconmic Analysis at St. Andrews University, Scotland. Read Paper
Guy Spier talked with Bloomberg's Carol Massar about billionaire investor Warren Buffett's $5 billion investment in Goldman Sachs Group Inc. and the outlook for the banking industry. Video link
Guy Spier was quoted in a Time article about David Cameron, leader of Britain's Conservative Party. Guy and David were contemporaries at Oxford. Read the article
The lunch was reported by several news organizations... My $650,100 Lunch with Warren Buffett TIME - June 30, 2008 What would you pay to have lunch with the richest man in the world? For me and Mohnish Pabrai — a friend who, like me, runs a U.S.-based investment fund...
Mexico City, May 28, 2008 I have done various presentations recently - in Mexico City, Los Angeles, and Italy. It has been a very interesting experience, and I have gotten a lot better at public speaking. At the behest of one of the people that I have met recently, I...
DN Magasinet - May 23-24, 2008 Guy Spier featured in Warren Buffett article. Download Article (PDF)
The Marker - May 2, 2008 Guy Spier featured in article. Download Article (PDF)
Infovest21 - December 2007 In the December issue of Strategy Focus, Infovest21 interviewed a number of Harvard MBA hedge fund managers to get their views. Download Strategy Focus newsletter (PDF)
Robert Kennedy College - January 29 - February 2, 2007 Guy Spier was a speaker at The Art of Banking course in Davos run by Professor David Costa, Dean of Robert Kennedy College. The following is an excerpt from the course description: The banking industry faces an...
The American Friends of James Joyce announced that Amanda J. Pullinger, Vice President of Aquamarine Capital Management, LLC, would receive the Award for Distinguished Service in the Field of Education at the Bloomsday Awards Celebration on June 14, 2006 at the Yale...
Dan Moore joined Aquamarine LLC as an analyst on June 1, 2005. His primary responsibility is to research and generate investment ideas in order to enhance the performance of Aquamarine Fund Inc. (an offshore private investment fund) and Aquamarine Value Fund L.P. (a...
I was written up in the Financial Express. “The very worst that could happen is that one or two individuals are found to have done something wrong,” said Guy Spier, who manages $50 million at New York-based Aquamarine LLC, including about $10 million of Berkshire...
In order to properly do my research on a particular company, I travelled to Shanghai.
I made the front page of Whitney Tilson's new publication - Value Investor Insight. Whitney and John Heins bill the interview as follows: Globe-hopping value investor explains why he loves the education business, how to identify valuable brands, where he's finding...
FOX News - August 11, 2003 Forbes on Fox: Guy Spier panel interview on Berkshire Hathaway and AFLAC. Read the transcript