Globe-hopping value investor explains why he loves the education business, how to identify valuable brands, where he’s finding international ideas and why he’s interested in EVCI, Todhunter International and OZ Holding.
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Guy Spier in the BRK issue of Value Investor Insight
I would be remiss if I did not thank a few people. Whitney and John Heins did a great job of interviewing me. My friend who first said that any good idea has an original provenance is Michael Broudo. He works at Mark Asset Management. The work that I did on Todhunter was done with close help and collaboration from Steve Gilberg of Happyhours. Weetabix was a great idea that I originally started researching after reading an interview with Tom Russo. Much of my thinking about brands originated with Tom – who has some great discussions of brands in the Outstanding Investor Digest.
I originally learned about Neue Zuercher Zeiting from two investors independently. One is Bill Strong of Equinox Partners. The other is Peter Cundill of Peter Cundill and Associates.