The Education of a Value Investor

Mark Bitz is an entrepreneur, author and community leader. In his latest book, Winning Practices of a Free, Fit, and Prosperous People , and in his course, his aim is to make people aware of the essential practices that should flow through populations, be mastered and subsequently transmitted in order to evolve a superior set of software that enables them to really flourish in their environment. H...

Ninad Shinde grew up in India, studied and worked in the United States, before moving to London, where he still lives and works as a consultant to private equity firms. He talks to Guy Spier about his education, his work on lab-on-a-chip devices, about the evolution of the private equity space and about one of his big interests, the cloud / software as a service business.   You can find the talk b...

Olaf Hein is the CEO of Elbstein AG, a publicly traded German holding company. He talks to Georgina Godwin about his early life and education and the evolution of his career in the financial industry. Mr. Hein also shares some advice based on his decades-long stock market experience. Here's an interview by Smart Investor who interviewed Olaf Hein about real estate shares and interesting niches wit...

David Sumpter is a professor of applied mathematics at the University of Uppsala, in Sweden, and the author of a wonderful book called The 10 equations that Rule the World. He talks to Guy Spier about the various applications of mathematics in practical areas of our day-to-day life, such as social media algorithms, graph theory, Bayes’ theorem, and even vaccinations.     Full transcript available...

Ricardo Fernandez is the Founder and Managing Partner of Signal Capital, an alternative asset management company. He grew up in Brazil, studied in Spain and in the United States, and holds an MBA from IESE and an AMP from Harvard Business School. Mr. Fernandez talks to Guy Spier about his education, career, and gives an inside look at the opportunities and life in Brazil. Full transcript available...

Arthur Fine is a lawyer and one of the directors of Aloha Medical Mission (“AMM”), a non-profit volunteer organization based in Honolulu, Hawaii, which provides free health care to underserved people in the Pacific, Asia and Hawaii and does surgical missions in the developing world (alohamedicalmission.org). His wife, Marjorie Fine, is a general surgeon and a volunteer at AMM. Mr. Fine talks to Ge...

A few months ago, Lory Spier was invited to give the prize-giving-day speech to graduating students at the Dragon School in Oxford. In this interview, she talks to Georgina Godwin about growing up in Mexico, her working experiences and life in her twenties, as well as meeting Guy and eventually settling down in New York.  At the end of the episode, Lory reads out the speech that she gave at the Dr...

Gautam Baid, CFA, is the author of the international best-seller The Joys of Compounding . He is also the Founding Creator at Chapter, a revolutionary learning platform. Previously, Gautam served as a portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Mr. Baid talks to me about growing up in India, moving to the United States, changing careers, and how he foun...

Manos Papatheofanous was born and raised in Greece, before moving to London to study computer science 31 years ago. Throughout his career he has worked various jobs in banks and proprietary trading desks, in asset management firms and in hedge funds, and has also completed a degree from London Business School of Master’s in Finance. Two years ago, Mr. Papatheofanous joined CPP Investments, the inv...

Margaret Van was born in a Shanghainese family in Hong Kong. From early on, she has had a deep interest in other cultures, which has also led her to learn various languages with the main goal of being able to communicate with people from all over the world. Since 2005, Ms. Van has embarked on a new chapter as she discovered the practice of mindfulness. She is now a certified teacher and continues...

Vanessa Stelling is the author of the book Julian and I: A Mother’s Journey Through Regressive Autism , a deeply personal narration of the fears, the struggles and the evolution that she went through by raising her autistic son. She talks to Georgina Godwin about the book, about her journey with Julian and about where they are in their lives today.   Full transcript available here: https://aqfd.do...

In this episode, Guy Spier talks to William Oliver and William Barnes, the founders of In Practise , a research network with a slightly different business model compared to other companies in the primary research business. They give valuable insights on the primary research industry and on topics such as how to conduct high-quality conversations and what part of management to interview when resear...

Jackie Shoback is a Harvard graduate who has spent the last 25 years of her career as general manager and C-suite executive, with a lot of experience in launching, scaling and growing businesses from startup up through multiple billion dollars. She talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career and the future of digital identity. Full transcri...

Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014. He recently published a book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece , which provides a comprehensive and detailed history of Berksh...

Brian Murray is a partner in Glancy Prongay & Murray, a class action litigation firm with offices in New York and Los Angeles. He talks to me about contingency lawyers, Robinhood and the history and importance of arbitration clauses.   Full transcript available here: https://aqfd.docsend.com/view/erfj4tazu4zf7qpz   Contents:   The Benefits of Working with Contingency Lawyers (00:00) Class Actions...

Yishai Kiczales is an Israeli film critic, songwriter and lecturer, who currently lives in Zurich with his family. He writes for the daily newspaper Israel Hayom, and his third solo album, "Inside Yishai Kiczales", will be released on May 22. He talks to me about classic books and movies, about the recent changes in the world of cinema, and highlights some things the streaming services are missing...

William Green talks to Guy Spier about his new book, Richer, Wiser, Happier . He shares the long journey he has been on, before finally reaching the confidence and courage to publish his own book, which is full of insights from extraordinary people on how to think better, invest better and live more wisely. Mr. Green believes in compounding goodwill and does not hold back from sharing with the lis...

Georgina Godwin interviews Philippe Taieb, an accomplished and respected consultant and coach with a unique experience of working both in the corporate world as a consultant at Braxton Associates, a strategy consulting firm, and in the social impact sector, for The Nature Conservancy, the world’s largest environmental non profit, a role he was recruited for from Harvard Business School.   Philippe...

In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire. Full transcript available here: https://aqfd.docsend.com/view/agr4ggjf2rsuijbu Contents: Transitioning t...

Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania. He has also held the position of Clinical Associate Professor of Cardiac Surgery at the University of Calgary, helping establish an artificial...

In this conversation Grant Schreiber talks to Georgina Godwin about growing up in South Africa, his books, Real Leaders magazine and his future plans. Full transcript available here: https://aqfd.docsend.com/view/7xek49puhrabuxsq Contents: Early Life and Education under Apartheid (01:51) Business Regulations in South Africa (06:51) The Books: Healing Through Humour (09:03) Becoming Global Citizens...

In this conversation, Joe Chapman talks to me about his squash career, Chapman Property Group and master-planned communities.   University of Rochester www.rochester.edu/   Michael Rizzo http://www.sas.rochester.edu/eco/people/faculty/rizzo_michael/index.html   Journal Monetary Economics www.journals.elsevier.com/journal-of-monetary-economics   Wikipedia Page https://en.wikipedia.org/wiki/Joe_Chap...

In this call Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance. Amanda Pullinger, CEO of 100 Women in Finance, uses her experience to predict what proportion women will make up the finance sector by 2030. Full transcript available here: https://aqfd.docsend.com/view/cjy2hevj6...

Introducing Georgina Godwin - who will be doing some of the interviews and hosting.   In this episode Guy Spier interviews Georgina Godwin, who will conduct some of the interviews going forward. She discusses her start as a radio host, working at Monocle, and the importance of asking about interviewees early influences. More about Georgina Godwin here: HTTP://www.twitter.com/georginagodwin Or find...

Listen (or watch) on youtube here on.aqu.am/3fzgKKU You can read the email here: on.aqu.am/37cyvMa sign up to be on the email list here: bit.ly/2NX8XdQ Email Update: Knowledge Management in a New Era by Guy Spier is licensed under a Creative Commons License.