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: You Want To Set Up Your Investing Strategy So That You Never Have To Be Smart
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
Guy Spier: What Lunch With Warren Buffett Taught Me About Investing And Life
Here’s a great article by Guy Spier at MarketWatch in which he discusses what his lunch with Warren Buffett taught him about investing and life. Here’s an excerpt from that article: It’s been 10 years since I and my friend, investor Mohnish Pabrai, won the annual Glide Foundation charity auction … Read More
Here’s How Successful Investors Dampen Down Their Investing ‘Cocaine Brain’ – Pabrai, Spier
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
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
Mohnish Pabrai Office Tour and Conversation with Guy Spier
Not all Superinvestors work out of multi-storey complexes as you can see from this Mohnish Pabrai office tour by Guy Spier in Irvine, California. And, as far as I know, not too many take a nap in the afternoon but Pabrai has a bedroom at his office where he takes … Read More
Guy Spier on Mohnish Pabrai and ‘That’ Meeting With Warren Buffett
One of our favorite investors here at The Acquirer’s Multiple is Guy Spier. Spier is the founder and managing partner of Aquamarine Capital, an investment partnership styled after the original 1950’s Buffett partnerships. In 2008 he, along with Mohnish Pabrai, had lunch with Warren Buffett after submitting the winning bid … Read More
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