How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund's office in Zurich

At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the interview, you can understand how Guy became the investor he is today.
Here is the transcript of our interview: www.good-investing.net/2021/0...
00:00 What mistakes made Guy Spier the investor he is today
04:00 How Guy Spier changed his view on mistakes
06:27 Which concepts did you copy?
11:13 In German: Guy's German skills
13:06 In German: Guy’s German part
16:36 Which people had the biggest influence on Guy?
19:10 Three lessons he learned from Mohnish Pabrai
28:39 A typical day and a typical week
32:49 The right incentives in life
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#valueinvesting #cloning #incentives
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Пікірлер: 62

  • @GoodInvestingTalks
    @GoodInvestingTalks2 жыл бұрын

    Here is the transcript of our interview: www.good-investing.net/2021/07/20/guy-spier-mistakes/

  • @Value-Investing
    @Value-Investing4 жыл бұрын

    Great interview - loved the part in German - I was born in one country, raised in another, with parents from totally different nationalities (not the countries I was born in nor raised in) ahah - so, yes, I fell I belong to all of them. Very nice.

  • @NicoDGr

    @NicoDGr

    3 жыл бұрын

    This is nice to see you here Sven :D

  • @daryloehley1230
    @daryloehley12304 жыл бұрын

    A new Guy Spier interview, thank you so much - I just love his Humility.

  • @DriveiTech
    @DriveiTech4 жыл бұрын

    One of the most humble investors I’ve ever seen, Great content.

  • @Rsonicus
    @Rsonicus Жыл бұрын

    So much wisdom is coming from Guy Spier. This is content people can keep on watching for hundreds of years to come.. Thanks for sharing!

  • @GoodInvestingTalks

    @GoodInvestingTalks

    Жыл бұрын

    Thank you very much!

  • @1Akanan1
    @1Akanan12 жыл бұрын

    Thank you for this interview and to post it here. I appreciate it.

  • @InvestingwithTom
    @InvestingwithTom4 жыл бұрын

    New Guy Spier interview, yes!

  • @benjaminhopkins272

    @benjaminhopkins272

    4 жыл бұрын

    The fact that I have the same reaction to a new Guy Spier video tells me we would get on well.

  • @InvestingwithTom

    @InvestingwithTom

    4 жыл бұрын

    Benjamin Hopkins 😂👍👍

  • @watchdog3640
    @watchdog36404 жыл бұрын

    Interesting interview with the very likeable and reflected Guy Spier. Thanks to the both of you. Looking forward to pt. 2.

  • @drew.reads.
    @drew.reads.2 жыл бұрын

    This is my favorite guy spier interview so far! Great insights

  • @Easycators
    @Easycators4 жыл бұрын

    Loved his point about givers vs. takers.

  • @goldilockszone4389

    @goldilockszone4389

    4 жыл бұрын

    DOnald trump is the greatest taker

  • @monsterboomer8051

    @monsterboomer8051

    2 жыл бұрын

    @@goldilockszone4389 Pathetic attempt at trolling I guess.

  • @theusualyt
    @theusualyt4 жыл бұрын

    Appreciate the time stamps in the description, cheers

  • @abhi-ft7sk
    @abhi-ft7sk2 жыл бұрын

    shalom.....from India namaste...delightful by hearin the inside of guy sir...great

  • @SFreedberg1
    @SFreedberg13 жыл бұрын

    I noticed over Guy's left shoulder that there is room for one more book on the shelf. May even be able to get two skinny one in that spot and one on the shelf above. Fantastic interview. One of my favorites. I learned about him through Monish.

  • @PoppAlexander
    @PoppAlexander4 жыл бұрын

    Such a nice and humble person!!! And his fee structure is perfect now 😝

  • @mangalpal8921
    @mangalpal89212 жыл бұрын

    Guy has a very high level of honesty.

  • @jaikishan3667
    @jaikishan36672 жыл бұрын

    Thankyou for this amazing interview 😀

  • @cajidcruz9479
    @cajidcruz94792 жыл бұрын

    Superb 👌

  • @pauldupont1537
    @pauldupont15374 жыл бұрын

    Awesome interview, thanks !

  • @ghalibkhan80
    @ghalibkhan803 жыл бұрын

    wow, those last 2 lessons were real eye openers...

  • @abhi-ft7sk
    @abhi-ft7sk4 жыл бұрын

    guy is master we learn daily from them...love from indi

  • @marxenbrothers
    @marxenbrothers3 жыл бұрын

    Wonderful thoughts about givers and takers! Great interview!

  • @divyjain123456
    @divyjain1234564 жыл бұрын

    Guy going for Vipassana Meditation is ballsy. Good luck to you guy. Hopefully you will find it easy.

  • @nikunj150188
    @nikunj1501883 жыл бұрын

    23:52 to 28:50 is filled with profound wisdom! I Thank you for sharing this interview!

  • @GoodInvestingTalks

    @GoodInvestingTalks

    3 жыл бұрын

    You are welcome!

  • @nikunj150188

    @nikunj150188

    2 жыл бұрын

    @@GoodInvestingTalks hi, can i use this snippet of video to share on my social media? Ofcourse, i will provide credits to ur channel

  • @GoodInvestingTalks

    @GoodInvestingTalks

    2 жыл бұрын

    @@nikunj150188 Thank you for asking. But no. Thanks for the understanding.

  • @nikunj150188

    @nikunj150188

    2 жыл бұрын

    @@GoodInvestingTalks its ok. Thanks

  • @filippopasini4665
    @filippopasini46654 жыл бұрын

    guy is an incredible human being i adore the video

  • @uwej.2539
    @uwej.25394 жыл бұрын

    Great i like also the book from him 👍

  • @skillz9920
    @skillz99203 жыл бұрын

    Watched 10 min so far pretty good

  • @RDd188
    @RDd1884 жыл бұрын

    Loved it ...but the "Video Caption" could be better.

  • @jamesmoloney872
    @jamesmoloney8723 жыл бұрын

    Fantastic insightful interview

  • @GoodInvestingTalks

    @GoodInvestingTalks

    3 жыл бұрын

    Thank you very much!

  • @siddhantmutha2146
    @siddhantmutha21463 жыл бұрын

    Amazing ’Guy’✌️

  • @NicoDGr
    @NicoDGr3 жыл бұрын

    thank you for this interview :D I'm a young student and in the future i would like to create an investment fund for the poeple around me to help them to manage their money and this kind of interview is surely helpful

  • @GoodInvestingTalks

    @GoodInvestingTalks

    3 жыл бұрын

    I wish you all the best for that 😊

  • @sivakumarkandasamy8828
    @sivakumarkandasamy88283 жыл бұрын

    why he is so successful in investing? the answer is behind him in bookshelves.

  • @InvestingEducation
    @InvestingEducation4 жыл бұрын

    Recently I heard abt Guy Spier. Will check on his track record. Btw I recently did a video on one the best fund managers today Chuck Akre and would love to see u guys interview him

  • @Monopolist91

    @Monopolist91

    4 жыл бұрын

    hes outperformed the s&p 500 roughy 2% per annum since inception. his letters are out there

  • @InvestingEducation

    @InvestingEducation

    4 жыл бұрын

    @@Monopolist91 noted tks

  • @skillz9920
    @skillz99203 жыл бұрын

    Changed it BAM

  • @goldilockszone4389
    @goldilockszone43894 жыл бұрын

    I only know one sentence in german...ich liebe dich

  • @amirjon
    @amirjon4 жыл бұрын

    Correct me if I’m wrong but Munger never said “Don’t read fiction” I believe he said that he personally doesn’t read fiction. I too, decided that I would stay away from fiction bcz of Mr. Munger, but I soon realized that would be a mistake. You can certainly learn a lot of fiction!

  • @RemiStardust
    @RemiStardust4 жыл бұрын

    2 camera setup tip: Don't cross the line of the subject's attention. It' jarring to switch sides like that. Basic film student rule!

  • @RemiStardust

    @RemiStardust

    4 жыл бұрын

    @@GoodInvestingTalks 4:01

  • @joezawinulreviewsandreacti2509
    @joezawinulreviewsandreacti25094 жыл бұрын

    Interesting interview I think he's more interested in being a good person than he is maximizing his returns and I mean I am personally a seminary graduate and I have a lot of sort of altruistic feelings as well but I really prefer listening to Manish prabhra I talk about Mao Tai and PE's of one and things like that I think guy is just sort of going along with his master cards and and you know I don't see much to learn from honestly in terms of investment other than don't trade a lot and don't be over stimulated but beyond that I just I don't see a lot of value in his investment thoughts but in fairness to him there were some good takeaways in the book and I do recommend his book but compared to mohnish I'm not that excited

  • @skillz9920
    @skillz99203 жыл бұрын

    WOW it been 8 months since the latest comment let's change that!

  • @meathead919
    @meathead9192 жыл бұрын

    It's shocking a smart guy like Guy refers to NLP - which over 40 years has been debunked as hocus-pocus and pseudo-science. Unlike meditation, which has been proved to have measurable effects.

  • @lqxxloll7083
    @lqxxloll70834 жыл бұрын

    He is wrong. Drinking Coke is the key 20:00

  • @skillz9920
    @skillz99203 жыл бұрын

    OK that was weird

  • @skillz9920
    @skillz99203 жыл бұрын

    OK not qk

  • @randomep
    @randomep4 жыл бұрын

    And pabrai is only good at self promotion

  • @goldilockszone4389
    @goldilockszone43894 жыл бұрын

    DOnald trump is the greatest this in the world : Taker

  • @skillz9920
    @skillz99203 жыл бұрын

    When you try only ONE comment and end up with 6 :) ;)

  • @murarikaushik33
    @murarikaushik334 жыл бұрын

    B.S.

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