What I Learned from Value Investor Guy Spier – Ep 86

Vitaliy was recently asked by the CFA Institute to give a talk in London. But this offer was even more interesting than usual: it was a joint presentation with Guy Spier. Guy is a tremendous value investor who happens to be a good friend of Vitaliy....

Vitaliy was recently asked by the CFA Institute to give a talk in London. But this offer was even more interesting than usual: it was a joint presentation with Guy Spier. Guy is a tremendous value investor who happens to be a good friend of Vitaliy. He was born in South Africa, spent his childhood in Iran and Israel, received an MBA from Harvard, and in 2008 got sick of the New York hedge fund rat race and moved with his family to Zurich. In this podcast, Vitaliy shares his friendship with Guy, and reviews his excellent book, The Education of a Value Investor.

You can read this article online at: https://investor.fm/what-i-learned-from-value-investor-guy-spier/

New to investing?

Explore these valuable guides to get started.

Related Articles

Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302

Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.

Narrative Change (Part 1) – Ep 301

Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative.

You Are Responsible for What You Have Tamed – Ep 300

As an entrepreneur, you always want to grow your business. Your current revenue and profit are never enough; they just set the bar higher for next year. We always want more. But this “more” has a hidden cost.

Chess Nights at Red Robin – Ep 299

I have vague first memories of playing chess with my grandfather when my family visited my father's parents in Moscow. I was five years old.