
Guy Spier
Swiss-German investorWikipedia
5
MENTIONS
4
EPISODES
4
PODCASTS
Search complete. 5 mentions across 4 episodes found for "Guy Spier".
Oct 16, 2026
Is SaaS Currently a Generational Buying Opportunity?
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15:20Phil TownGUEST
Now, I'll tell you a story.
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15:21Phil TownGUEST
We got into investment a long time ago that will remain nameless, but we got into it with Mohnish Pabrai, and we got into it with Guy Spier, and we got into it with Matt Peterson.
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15:31Phil TownGUEST
[laughs] We got into it with you.
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15:33Brandon BeavisHOST
I think some people have figured it out already, but anyway, yes, continue.
36 MINS LATER
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51:11Phil TownGUEST
We are inveterate cloners, and we love to clone Buffett all through his career, and Munger.
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51:17Phil TownGUEST
We love to clone Pabrai.
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51:19Phil TownGUEST
He's a great one to clone, or Guy Spier, another one.
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51:22Phil TownGUEST
Matt Peterson is another one.
Why Every Value Investor Is Buying This Stock
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3:45Hamish HodderHOST
But as of today, it is currently his fifth-largest position, representing six point six percent of the portfolio.
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3:51Hamish HodderHOST
We then have Guy Spier, another incredible investor and friend of Mohnish.
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3:55Hamish HodderHOST
He has six point five percent of his portfolio in Micron, which was initiated in two thousand and nineteen.
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3:59Hamish HodderHOST
Seth Klarman, who has one of the best investing track records going back multiple decades.
Why I Don't "HODL" Bitcoin
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14:30Richard CoffinHOST
Not me, not DragonSlayer64 in the comments section, not Bill down the road who works at the mechanic shop who's been watching a lot of Austrian economics YouTube videos lately, and especially not you, you big dummy brain.
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14:43Richard CoffinHOST
And to end this video, I'd like to highlight sort of an excerpt from The Education of a Value Investor by Guy Spier, where he talks about, you know, the checklist he uses to determine whether he should look into a stock or just ignore it.
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14:54Richard CoffinHOST
And one of the things he uses is to never buy into something that he's being sold on.
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14:59Richard CoffinHOST
Uh, whether it be a fund or anything, the moment someone is trying to promote it to him, uh, he'll just ignore it, and that seemed to work well for him, and I'm happy to employ that same strategy.
Above The Median: Episode 15 with Chris Panagiotu
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3:42Chris PanagiotuGUEST
Yes, Warren Buffett, but you could go down the list.
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3:45Chris PanagiotuGUEST
Howard Marks, Sir John Templeton, Guy Spier, Robert Hagstrom, Mohnish Pabrai, all these guys.
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3:51Chris PanagiotuGUEST
So I told myself, "Why don't I find the equivalent on planning?" 'Cause that's where God was calling me.
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3:58Chris PanagiotuGUEST
I, I am a man of faith.