Category Archive

During his recent interview with Richard Hsu, Guy Spier explains how Warren Buffett’s is constantly updating his investing models. Here’s an excerpt from the interview: Spier: Because there’s a lot of problems that go away when you have permanent capital. I think that the story of my investing career has … Read More

During his recent interview with Excess Returns, Guy Spier explained how investors can take out stupidity insurance to protect their portfolio. Here’s an excerpt from the interview: Spier: It’s trying to figure out how do I decide my circle of competence in such a way that I rule out those … Read More

During his recent interview on the RWH Podcast, Guy Spier discussed what Warren Buffett taught him about managing debt. Here’s an excerpt from the interview: Spier: The only reason why I might not have been caught up this time is that I did enough of those other things. And before … Read More

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

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

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

In an interview earlier this year with The Omaha YouTube Channel, Guy Spier discussed why he continues to own Berkshire Hathaway. Here’s an excerpt from the interview: Spier: In the case of Berkshire Hathaway you’ve got to assume that the day you buy it Warren Buffett is no longer around. … Read More

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

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 a great interview with Guy Spier on Value TV where he discusses his idea generation process and investing strategy. Here’s an excerpt from the interview: Host: Hello Guy. Welcome back to our interview. This time we want to talk about process. So let’s start with the beginning. Where do … Read More