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Guy Spier

Guy Spier

Swiss-German investorWikipedia

Search complete. 5 mentions across 4 episodes found for "Guy Spier".

Oct 16, 2026

Phil TownGUEST
15:20
Now, I'll tell you a story.
Phil TownGUEST
15:21
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.
Phil TownGUEST
15:31
[laughs] We got into it with you.
Brandon BeavisHOST
15:33
I think some people have figured it out already, but anyway, yes, continue.

36 MINS LATER

Phil TownGUEST
51:11
We are inveterate cloners, and we love to clone Buffett all through his career, and Munger.
Phil TownGUEST
51:17
We love to clone Pabrai.
Phil TownGUEST
51:19
He's a great one to clone, or Guy Spier, another one.
Phil TownGUEST
51:22
Matt Peterson is another one.
Hamish HodderHOST
3:45
But as of today, it is currently his fifth-largest position, representing six point six percent of the portfolio.
Hamish HodderHOST
3:51
We then have Guy Spier, another incredible investor and friend of Mohnish.
Hamish HodderHOST
3:55
He has six point five percent of his portfolio in Micron, which was initiated in two thousand and nineteen.
Hamish HodderHOST
3:59
Seth Klarman, who has one of the best investing track records going back multiple decades.
Richard CoffinHOST
14:30
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.
Richard CoffinHOST
14:43
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.
Richard CoffinHOST
14:54
And one of the things he uses is to never buy into something that he's being sold on.
Richard CoffinHOST
14:59
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.
Chris PanagiotuGUEST
3:42
Yes, Warren Buffett, but you could go down the list.
Chris PanagiotuGUEST
3:45
Howard Marks, Sir John Templeton, Guy Spier, Robert Hagstrom, Mohnish Pabrai, all these guys.
Chris PanagiotuGUEST
3:51
So I told myself, "Why don't I find the equivalent on planning?" 'Cause that's where God was calling me.
Chris PanagiotuGUEST
3:58
I, I am a man of faith.

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