Guy Spier: Placing Right-Sized Bets

Johnny HopkinsGuy SpierLeave a Comment

In his recent interview on the Investing With Tom Podcast, Guy Spier discussed placing right-sized bets. Here’s an excerpt from the interview: Spier: Well the investment that we make obviously we make the investment hoping it’s going to be a multi-bagger but we don’t know, we can’t predict. So we … Read More

Guy Spier: Unlearning And Relearning From Warren Buffett

Johnny HopkinsGuy SpierLeave a Comment

In his latest interview on The Investors Podcast, Guy Spier discusses unlearning and relearning from Warren Buffett. Here’s an excerpt from the interview: Spier: I am going to the Berkshire meeting, and there’s this wonderful investor who’s extraordinarily wealthy I suspect at this point, who lives on an island in … Read More

Guy Spier: Munger Sees What Others Cannot

Johnny HopkinsGuy SpierLeave a Comment

In his latest interview on the What Got You There Podcast, Guy Spier explains why he would like to sit down with Charlie Munger. Here’s an excerpt from the interview Spier: I would love to sit down with Charlie Munger. I think that he’s got an extraordinary mind. At the … Read More

Guy Spier: Value Investing Will Never Die

Johnny HopkinsGuy SpierLeave a Comment

In his recent interview with Kiana Danial, Guy Spier discusses why value investing, or as he puts it, intelligent investing, will never die. Here’s an excerpt from the interview: Spier: Value investing is not dead. Intelligent investing is not dead. To just go into it in a little bit more … Read More

Guy Spier: Top 10 Holdings (Q1 2020)

Johnny HopkinsGuy Spier, Top 10 Holdings2 Comments

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Guy Spier: Top 10 Holdings

Johnny HopkinsGuy SpierLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Here’s How Successful Investors Dampen Down Their Investing ‘Cocaine Brain’ – Pabrai, Spier

Johnny HopkinsGuy Spier, Mohnish PabraiLeave a Comment

As investors we all know the excitement we feel when we come across what we think is an undervalued opportunity that seems to have been overlooked by most other investors. The feeling of exhilaration that we get is called “cocaine brain.” Neuroscientists have found that the prospect of making money stimulates the … Read More

Great Investors Create Their Own Version Of Omaha – Buffett, Munger, Klarman, Pabrai

Johnny HopkinsCharles Munger, Guy Spier, Mohnish Pabrai, Seth Klarman, Warren BuffettLeave a Comment

One of the biggest problems facing investors is the amount of ‘noise’ that we get from the financial media and commentators. Financial news sections, the internet, and podcasts are continually bombarding us with the latest ‘hot stock’ or miracle investing strategy. Meanwhile investors get caught up in the noise checking … Read More