In a recent interview with The Investor’s Podcast, Guy Spier opened up about his philosophy—not just on investing, but on life. “I am alive,” he began with a smile, “and I’m glad to be on a podcast with you.” Spier recounted his journey to investing in The Economist, a private … Read More
Bill Ackman on Investing, Harvard, and Lessons from Valeant
In a revealing interview with Forbes, billionaire investor Bill Ackman shared his investment philosophy, career-defining challenges, and surprising views on higher education. Ackman’s approach centers on identifying “super durable companies” with irreplicable advantages. “The value of a financial asset is the present value of the cash it generates over its … Read More
Howard Marks on 30 Years of Oaktree: “Always Good, Sometimes Great, Never Terrible”
When Howard Marks reflects on 30 years of building Oaktree, it’s clear the firm’s success was never about chasing home runs—it was about doing things right. “We merely thought that we’ve done a good job for clients to date. If we can keep doing a good job, we’ll have a … Read More