Hi, I’m Guy Spier

Welcome to my online home.

I manage the Aquamarine Fund. We have around $250 million in assets and around 150 investors – a group that includes friends and family, but also others who have decided to join me in this journal. 

A few years ago I authored a book titled “The Education of a Value Investor”.

More broadly, I am on a quest for wealth, wisdom and enlightenment. 

I write, host a podcast, speak occasionally and host an email list. 

My now(s)

Podcast
I’ve enjoyed starting a podcast.
The goal is not so much to create a show as it is to use the medium as a way of learning in public.

You can listen to it here:

Investing 
I want to learn more about the following industries/areas:

  • Cloud computing
  • SAAS
  • Cybersecurity
  • Luxury
  • Credit Ratings

If you think you can teach me something, send me a message.

People I’ve been learning from

(in addition to investors I like to learn from)

There follows an unordered list.

James Currier is my guru on Network Effects
Anne Laure Le Cunff is my guru on the use of Roam Research, and on Digital Gardens twitter
Harold Jarche
Brian Eno
Nadia Ekghal
Larry Sanger
Nicolas Colin
 

Scuttlebutt
I’m also exploring how to use new social media to do better investment-research – especially when it comes to scuttlebutt. And so I’m experimenting with the following media:

  • Twitter
  • Linkedin
  • Email
  • Expert Networks
  • Podcasts

Knowledge Management
Much of the above spills into the area of Personal Knowledge Management and I’ve become a big fan of
– Roam Research
Tiago Forte and Building a Second Brain
Anne Laure Le Cunff and Ness Labs.
– Soenke Ahrens and the Zettelkasten system.

I have started using Roam Research as a regular companion. It’s only been a couple of weeks at this point, but I’m excited to see how things develop as the personal knowledge base gets deeper. I have lifted some excerpts which you can see here

I still use Evernote and have many Moleskine ruled notebooks that are filled with “fleeting notes”. I am working my way through them.

Books

I published a list of useful books in the bibliography to my own book. But that was more than five years ago. I’m impressed with people like Derek Sivers and Pat Collison who keep visitors updated on what books they have been reading.

In the past, I used to order pretty much every book that I came across that was interesting – and so I have a pretty large anti-library. But reading Soenke Ahrens and others switched me on to the danger of the collector’s trap – in which one simply collects containers of knowledge but does not process them. Today I do it slightly differently – I’ll make notes on the book, and why it might make sense to read it. Then I might order it later.  It’s all part of my goal of becoming a little more directed in my reading.

Once a book makes it into my library, I may just handle it once or I may pick it up and browse or skip through, or I might give it a thorough read and then hold it back before re-reading. In my view, my library is a bit like a cocktail party – and not everyone merits a long and deep friendship.

Rather than try to create some sort of finished list of books, My plan here is simply to post perhaps with comments, some of the books that have been in my hands recently.

This list is not complete or in order. It’s just a conversation starter.

  • Capitalism and the Jews by Jerry Z Muller
  • The Stuff of Thought by Steven Pinker
  • Tribe of Mentors by Tim Ferris
  • Swiss Made by James Breiding
  • 12 Rules for Life – Jordan Peterson
  • Chimpanzee Politics: Power and Sex among Apes by Franz de Waal
  • 100 Baggers by Chris Meyer
  • Lee Kuan Yew: The Grand Master’s insights into China, the United States and the World
  • Just Hierarchy: Why Social Hierarchies matter in China and the Rest of the World by Bell and Wang
  • Pandemic 1918: The Story of the Deadliest Influenza in History by Catharine Arnold
  • 7 Powers: The Foundations of Business Strategy by Hamilton Helmer
  • Essays by George Orwell
  • No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings and Erin Meyer

Leisure and Family
When I’m not working or reading, I love spending time with my family and doing sport – mainly cycling and tennis with a little bit of squash and swimming.

If we are not already connected, probably the best way to be in touch is via Twitter: @gspier is my handle.

Share This