Guy Spier interviews Dante Albertini of Omaha Capital and some Peruvian investors
May 29, 2020

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. We also discussed the world economy, the state of the markets, and coronavirus.

More about Dante Albertini here:
https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=pe

Full transcript available here:
https://aqfd.docsend.com/view/h6m5vjp4dewnp9b7

 

Contents:

(00:01:15) Covid’s Impact on the Economy 

(00:08:00) Long-Term Holding Expectations

(00:16:33) Lessons from Bad Investing Experiences 

(00:23:04) Warren Buffet Lunch Photographs 

(00:29:16) Quantitative Easing 

(00:36:16) Impact of Trump & Adjusting to Covid 

(00:45:09) China vs US 

(00:50:34) Making Investment Decisions

(00:58:06) Managing Information Overload 

(01:07:28) Going from Success to Significance 

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