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Guy Spier is the managing partner and principal at Aquamarine Capital. He’s a super-investor that I’ve followed for a long time, and is also one hell of a nice guy.
Enjoy 
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Check out more from Guy:
Twitter – https://twitter.com/GSpier
Newsletter – https://www.guyspier.com/subscribe/
YouTube – https://www.youtube.com/channel/UCPKvc8JeWXDJz08n0DfF1Xg/
More ‘Investing with Tom’ content:
Main YouTube channel – https://www.youtube.com/investingwithtom
Punch Card Investing – https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram – https://www.instagram.com/investingwithtom/
Twitter – https://twitter.com/tominvesting
Time Stamps:
0:00 – Guy Spier returns!
2:32 – Returning to Berkshire in 2022
11:56 – Thank you, Guy!
13:57 – Technology stocks crash
18:40 – Missing a 100 bagger ($LH Stock)
24:50 – Freezing an investment position
26:50 – Nick Sleep & destination analysis
36:10 – Selling Twitter stock
40:40 – Mating analogies in business
42:55 – Which portfolios perform best
48:35 – Compounders vs. 50 cent dollars
50:10 – Gaining technical investment skills
1:02:20 – Micro vs. macro
1:08:00 – Following your own path
1:16:40 – What would Guy do is he wasn’t managing money?
1:20:55 – Three people Guy would have lunch with
1:26:49 – Connecting through content creation
1:31:35 – Guy asks Tom some questions!
1:38:17 – Outro
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
The post @Guy Spier on Missed 100-Baggers, Tech Stock Crash & Much More – The Investing with Tom Podcast #34 appeared first on HumanitasConnects.
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