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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[@GoodInvestingTalks]

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

[@Value-Investing]

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]

This is nice to see you here Sven :D

[@daryloehley1230]

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

[@DriveiTech]

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

[@InvestingwithTom]

New Guy Spier interview, yes!

[@benjaminhopkins272]

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

[@InvestingwithTom]

Benjamin Hopkins 😂👍👍

[@1Akanan1]

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

[@theusualyt]

Appreciate the time stamps in the description, cheers

[@watchdog3640]

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

[@drew.reads.]

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

[@Easycators]

Loved his point about givers vs. takers.

[@goldilockszone4389]

DOnald trump is the greatest taker

[@monsterboomer8051]

@@goldilockszone4389 Pathetic attempt at trolling I guess.

[@Rsonicus]

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]

Thank you very much!

[@PoppAlexander]

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

[@pauldupont1537]

Awesome interview, thanks !

[@jaikishan3667]

Thankyou for this amazing interview 😀

[@SFreedberg1]

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.

[@ghalibkhan80]

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

[@filippopasini4665]

guy is an incredible human being i adore the video

[@abhi-ft7sk]

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

[@marxenbrothers]

Wonderful thoughts about givers and takers! Great interview!

[@mangalpal8921]

Guy has a very high level of honesty.

[@abhi-ft7sk]

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

[@skillz9920]

Watched 10 min so far pretty good

[@uwej.2539]

Great i like also the book from him 👍

[@divyjain123456]

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

[@nikunj150188]

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

[@GoodInvestingTalks]

You are welcome!

[@nikunj150188]

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

[@GoodInvestingTalks]

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

[@nikunj150188]

@@GoodInvestingTalks its ok. Thanks

[@cajidcruz9479]

Superb 👌

[@jamesmoloney872]

Fantastic insightful interview

[@GoodInvestingTalks]

Thank you very much!

[@siddhantmutha2146]

Amazing ’Guy’✌️

[@RDd188]

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

[@skillz9920]

Changed it BAM

[@InvestingEducation]

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]

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

[@InvestingEducation]

@@Monopolist91 noted tks

[@NicoDGr]

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]

I wish you all the best for that 😊

[@goldilockszone4389]

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

[@joezawinulreviewsandreacti2509]

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

[@sivakumarkandasamy8828]

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

[@RemiStardust]

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]

@@GoodInvestingTalks 4:01

[@amirjon]

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!

[@skillz9920]

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

[@meathead919]

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]

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

[@skillz9920]

OK that was weird

[@skillz9920]

OK not qk

[@randomep]

And pabrai is only good at self promotion

[@goldilockszone4389]

DOnald trump is the greatest this in the world : Taker

[@skillz9920]

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

[@murarikaushik33]

B.S.