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Serge Belinski and Nigel Friend on Unlocking Value at Orca

September 19, 2019 in Africa, Audio, Deep Value, Diary, Energy, Equities, Ideas, Interviews, Latticework, Latticework New York, Micro Cap, North America, Podcast, Small Cap, Special Situations, Transcripts

Nigel Friend, Chief Executive Officer of Orca Exploration Group (Canada: ORC.B), joined the MOI Global community at Latticework New York 2019, held at the Yale Club in September.

In a session led by Serge Belinski, Chief Executive Officer of Paris-based Value Holdings, Nigel Friend and Blaine Karst, Orca’s CFO, discussed the investment case for Orca as well as ways of creating and unlocking shareholder value at the company.

For additional background and context on Orca, see Serge’s writeup from February 2019 and session at Best Ideas 2018.

This private audio recording is a special episode of the Latticework Podcast, available exclusively to MOI Global members below.

The publicly accessible episodes of the Latticework Podcast are available on iTunes, Soundcloud, Stitcher, and TuneIn.

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Guy Spier on the Search for Value and What He Would Revise in His Book

September 17, 2019 in Diary, Equities, Full Video, Interviews

We had the pleasure of spending an hour with value superinvestor Guy Spier, CEO of Aquamarine Capital, on September 17, 2019.

Guy talked about the elusive search for compelling investment opportunities in the current market environment. He mentioned several companies he finds intriguing and potentially worthy of deeper research, including AO World (UK: AO), Appian (US: APPN), Metro Bank (UK: MTRO), and Trupanion (US: TRUP).

Guy also reflected on his book, The Education of a Value Investor, and highlighted a portion of the book with which he no longer agrees.

This interview is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

About the speaker:

Guy Spier is a Zurich based investor. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950′s Buffett partnerships.

Prior to starting Aquamarine Fund, Spier worked as an investment banker in New York, and as a management consultant in London and Paris. Mr. Spier completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics. While at Oxford he was a contemporary of David Cameron at Brasenose and attended economics tutorials with him.

Spier is the CEO of the Spier family office. He also serves on the advisory board of Horasis, and is a co-host of TEDxZurich. Spier is a member of YPO, EO, Zurich Minds and the Latticework Club. Aquamarine has offices in New York, London and Zurich where Mr. Spier currently resides with his wife Lory and their three children, Eva, Isaac and Sarah.

The Early Years of Arnold Van Den Berg

September 15, 2019 in Diary, Interviews, Latticework

How many investment conferences have this kind of speaker intro?

A truly one-of-a-kind investor and human being — Arnold Van Den Berg.

Thank you very much to Arnold and Scott Van Den Berg for being at Latticework 2019, and to William Green for leading the session so ably and graciously.

We look forward to bringing full session replays and transcripts of Latticework 2019 to MOI Global members soon.

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September 14, 2019 in Twitter
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