The Education of a Value Investor

In this conversation Kevin Schawinski talks to me about galaxies’ transition process, quantum mechanics and machine learning. He also goes into detail about his Galaxy Zoo citizen science project and about Modulos. Other relevant links here:   https://twitter.com/kevinschawinski   ch.linkedin.com/in/kevin-schawinski-517b2a74   de.wikipedia.org/wiki/Kevin_Schawinski   https://skyandtelescope.org/sk...

In this conversation Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book and American home.   Full transcript available here: https://aqfd.docsend.com/view/gu8jh94rj4cemuu5 Contents: Modern Approaches To Value Investing (00:41) Twitter as a Curation Tool (03:15) Twitter: The Teenage Years (16:47) Expanding the Twitter Ecosystem (19:43) Jack-of-All-Trades Investo...

Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv.   I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he's a creative genius. He's also the author of the extraordinary "I'm that Jew" viral youtube video that got more than 10 million hits on various social channels I'm that Jew Eitan on twitter Natie Blog...

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: h...

Hermann Peterscheck used to make games at a company called Riot. Now he manages Hypernormal Capital which involves a lot of reading, some writing and the occasional investment decision. hypernormalcapital.com/ www.linkedin.com/in/hermannpeterscheck twitter.com/petershk  Q3 Letter to Partners He is my go-to expert in the gaming industry. We talked about Nintendo, League of Legends, Games Workshop,...

Is now the time to invest?   That's the question that I asked  Matthew Peterson.     The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this opportunity. Matthew Peterson is the managing...

In this conversation, I talk to Marcelo Lima who is the CEO of Heller House Capital management about how we should open up in the aftermath of coronavirus. Full episode summary here:  https://www.guyspier.com/conversation-with-marcelo-lima-on-coronavirus/ or PDF here:  https://aqfd.docsend.com/view/x75c8hw26i6v6s74 Contents: Marcelo on flipping the economy switch to “On”  (05:28) Tracking the COVI...

Email Update April 2020 by Guy Spier

This conversation was with Naama Baram - who is the General Manager of Teva Pharmaceuticals in Switzerland. Full transcript available here: https://aqfd.docsend.com/view/agf6a952mbzupdb9 Teva and the Pharma Industry https://tevapharm.com/ https://twitter.com/bnaama https://www.linkedin.com/in/naama-bar-am/ https://www.instagram.com/p/BbZqLWpB4OF/?igshid=53huznuez7i Meditation https://plumvillage.o...

Introduction, Camilla Cavendish   My conversation with Camilla Cavendish took place before the coronavirus – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at Harvard, and normally flies over every six weeks – the discussion was remarkably prescient.   This should not be surprising: Camilla is...

I have known Diana Wais for more than 20 years. If I had not met Diana, I would not have met my wife, Lory. And even if I had met Lory, without Diana's help and counselling, we would not have stayed married - I am sure. This was my first stab at a podcast - and was recorded more than two years ago - i.e. in 2018 or before. In this call, Guy Spier interviews Diana Wais to understand the real-world...

Discussing Warren Buffett's 2015 Annual Letter with Carol Massar and Noah Buhayar