In this insightful podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share timeless investment wisdom. The discussion delves into essential principles for successful investing, including understanding market cycles, practicing second-level thinking, managing risk, and adopting long-term, contrarian strategies.
In this interview, Guy Spier explains that in a randomly selected portfolio held over a long period, most returns come from a few big winners, while many stocks do little or lose value.
In this interview with Value After Hours, Guy Spier discuss a number of different topics, including how the Lollapalooza Effect drives influence. Guy uses a historic example from Russia as well as a more current example with the credibility (or lack of) when using credit rations.
In this video, Guy Spier gives a full tour of the Aquamarine office in down town Zürich. Guy walks around the office while discussing the idea and history behind the different office spaces and the library.
In this interview, Guy Spier covers a wide range of topics, blending practical investing advice with broader life lessons and philosophical insights. Guy emphasizes the importance of long-term thinking, personal growth, and maintaining a balanced perspective on success and happiness.
In a recent interview, Guy Spier discusses the importance of taking risks, especially for individuals in their twenties. He suggests that this period is ideal for career and financial risks due to the ample time available to recover from failures.
Guy Spier hosts the VALUEx conference ‘Berkshire edition’ – An opportunity to hear from people who have been life-long students of Warren, Charlie, and the Berkshire Hathaway system.
In his art of investing series, Guy Spier, talks about his investment process and specifically how he finds his investment ideas.
Guy Spier in interviewed on the ‘Richer Wiser Happier’ podcast where he talks about compounding wealth, lessons from Buffett and his stake in Alibaba.
In this interview Guy Spiers talks about his thoughts on Apple and why he did not invest in Apple – even his mentor Warren Buffett did.
Guy Spier visits the University of St. Gallen to talks about a number of subjects covery nflation, debt, market trends and geopolitics.
Guy Spier talks about the concept of writing to yourself, reading slowly and investment concepts such as sample sizes.
Guy Spier presents the key points from his annual investor day – including his investment principles and current portfolio.
Guy Spier visits Mohnish Pabrai’s California office (years ago) and discusses a wide range of investment topics.
Guy Spier talks about a number of his investments, including why he wants to invest in Chinese companies but not Turkish ones.
Guy Spier talks about his personal investment journey with seed funds from his family and why greed can be a necessary tricker towards something better.
Over the past few weeks, Guy Spier has appeared on a number of different podcasts discussing everything from Buffett to Ferrari and Nvidia
Guy Spier stops by the podcast ‘The Compound and Friends’ where they discuss value investing and Berkshire Hathaway after Buffett.
Guy Spier talks about his experiences and challenges with Fear Of Missing Out (FOMO) in the lead up to and during Covid-19.
In this short interview, Guy Spier shares the story of one of the biggest mistakes of his career – his sale of Laboritories Corporation of America, or simply LabCorp. A company that after his sale ended up increasing 100x his cost price.
In this interview with Julia La Roche, Guy Spier talks about his evolution from speculative and greedy Wall Street analyst to long-term and fundamental investor.
If you already know Spier’s story, there are some interesting passages and examples from Warren Buffett’s heavy focus on risk (after 54 minutes).
In this investor article, Guy Spier talks about a number of interesting topics – investing in Tesla versus BYD, geopolitical risk in China and learning from other great investors.
Investor Guy Spier reflects on many of the psychological aspects of stock investing, how he overlooked investing in Apple and shares his most important investment advice for the average investor.
Extensive interview with Guy Spier, who talks about his major investments in China and India, his discussion with Buffett on the use of debt and much more.
Zen investor One of the privileges of writing here at Børsgade is that you get to follow the doings of so many talented investors. One of the portfolios that really
