farnamstreet Posted November 24, 2011 Share Posted November 24, 2011 Talks about BAC, Bank of Ireland, JEF, Japan, Buffett, IBM, RIM (briefly), MSFT, and others. http://myinvestingnotebook.blogspot.com/2011/11/manual-of-ideas-interview-with-guy.html Link to comment Share on other sites More sharing options...
rranjan Posted November 24, 2011 Share Posted November 24, 2011 Talks about BAC, Bank of Ireland, JEF, Japan, Buffett, IBM, RIM (briefly), MSFT, and others. http://myinvestingnotebook.blogspot.com/2011/11/manual-of-ideas-interview-with-guy.html Thanks for posting it. Link to comment Share on other sites More sharing options...
Green King Posted November 24, 2011 Share Posted November 24, 2011 thanks! ;D Link to comment Share on other sites More sharing options...
Liberty Posted November 24, 2011 Share Posted November 24, 2011 Excellent, thank you! I also loved the podcast about Henry Singleton from a while back. Link to comment Share on other sites More sharing options...
Morgan Posted November 24, 2011 Share Posted November 24, 2011 If you want to save some time check out my notes. Although I really recommend you watch it if you have time. Guy is straightforward and to the point. Check them out: http://www.bottomupanalysis.com/2011/11/23/guy-spier-interview-from-the-manual-of-ideas/ Link to comment Share on other sites More sharing options...
Parsad Posted November 28, 2011 Share Posted November 28, 2011 Yes, a fantastic interview with Guy! One of the nicest and most eloquent investors you will ever meet. Cheers! Link to comment Share on other sites More sharing options...
berkshiremystery Posted November 28, 2011 Share Posted November 28, 2011 I enjoyed Guy's interview very much,... watched it twice, a thing which I rarely do. I didn't knew that he shared tutorials with David Cameron, the British prime minister, as students in Oxford. <snip>... Cameron then began his Bachelor of Arts in Philosophy, Politics, and Economics (PPE) in Oxford. His tutor, Professor Vernon Bogdanor, described him as "one of the ablest"[32] students he has taught, with "moderate and sensible Conservative" political views.[8] Guy Spier, who shared tutorials with him remembers him as an outstanding student; "We were doing our best to grasp basic economic concepts. David - there was nobody else who came even close. He would be integrating them with the way the British political system is put together. He could have lectured me on it, and I would have sat there and taken notes.."[33] When commenting in 2006 on his former pupil's ideas about a "Bill of Rights" to replace the Human Rights Act, however, Professor Bogdanor, himself a Liberal Democrat, said, "I think he is very confused. I've read his speech and it's filled with contradictions. There are one or two good things in it but one glimpses them, as it were, through a mist of misunderstanding". ...</snip> source: http://en.wikipedia.org/wiki/David_Cameron#Education here's also some good other interview of Guy Spier from the Manual of Ideas: http://www.manualofideas.com/guyspier.pdf Link to comment Share on other sites More sharing options...
Myth465 Posted November 30, 2011 Share Posted November 30, 2011 Very good interview. Thanks for posting. I enjoyed his thoughts on Banks. Link to comment Share on other sites More sharing options...
berkshiremystery Posted September 23, 2012 Share Posted September 23, 2012 I found accidentally some good transcript of last years interview with Guy Spiers in Zurich. http://www.manualofideas.com/wp-content/uploads/2012/08/guy-spier_manual-of-ideas_2011-11.pdf Exclusive Interview Transcript (lightly edited, may contain errors) Interviewee: Guy Spier, CEO, Aquamarine Capital Interviewer: John Mihaljevic, Date and place of interview: November 2011, Zurich, Switzerland Link to comment Share on other sites More sharing options...
Yours Truly Posted September 24, 2012 Share Posted September 24, 2012 Anyone know of Guy Spier's track record? He's usually associated with Pabrai so i'm just curious if he has similar returns to his. Link to comment Share on other sites More sharing options...
rijk Posted September 24, 2012 Share Posted September 24, 2012 aug 2012 9.1% annualized return vs. s&p 500 4.5%, since inception in 1997, very respectable performance, high fee though (25% over 6% hurdle rate......) regards rijk Link to comment Share on other sites More sharing options...
stahleyp Posted September 24, 2012 Share Posted September 24, 2012 anyone know Pabrai's updated results? thanks in advance! :) Link to comment Share on other sites More sharing options...
mysticdrew Posted September 24, 2012 Share Posted September 24, 2012 aug 2012 9.1% annualized return vs. s&p 500 4.5%, since inception in 1997, very respectable performance, high fee though (25% over 6% hurdle rate......) regards rijk Sounds reasonable as I think that's that no management fee structure... similar to what pabrai and buffett did. Is the 9.1% before or after fees? Link to comment Share on other sites More sharing options...
racemize Posted September 24, 2012 Share Posted September 24, 2012 Anyone know of Guy Spier's track record? He's usually associated with Pabrai so i'm just curious if he has similar returns to his. Why is he always with Pabrai? I hadn't heard of him until I saw him with Pabrai on the UC video. Link to comment Share on other sites More sharing options...
berkshiremystery Posted September 24, 2012 Share Posted September 24, 2012 Anyone know of Guy Spier's track record? He's usually associated with Pabrai so i'm just curious if he has similar returns to his. Why is he always with Pabrai? I hadn't heard of him until I saw him with Pabrai on the UC video. They are both good friends for a long time, and had both together the charity dinner with Buffett. Spiers was also a former member at the advisory board of Mohnish's Dakshana Foundation. Link to comment Share on other sites More sharing options...
rijk Posted September 24, 2012 Share Posted September 24, 2012 the way i read the performance info, 9.1% is after fees... regards rijk Link to comment Share on other sites More sharing options...
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