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.
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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.