Guy Spier of Aquamarine Capital Management joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.
Guy presented two specific ideas: CARE Ratings (India: CARERATING) and Seritage Growth Properties (US: SRG).
Replay this LIVE session (streamed on January 18):
No slide presentation accompanies this session.
About the instructor:
Guy Spier is a Zurich-based investor and the author of The Education of a Value 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, Guy worked as an investment banker in New York, and as a management consultant in London and Paris.
Guy 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.
Guy 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 Guy currently resides with his wife Lory and their three children, Eva, Isaac and Sarah.