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#25 The Celebrity Investor

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Manage episode 374468168 series 2973097
内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容(包括剧集、图形和播客描述)均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Guy Spier is a successful value investor and has spent considerable time creating an environment which will protect him and his fund from making mistakes through his own temperamental idiosyncrasies. He talks much more about environment design than valuation which is refreshingly different.

We discuss why the best ideas are simple, yet analysts always want to impress with their understanding of complex situations. Guy talks about his university chums, David Cameron and Chris Hohn and why his father entrusted his life savings to a young man with no investing experience and how that has coloured Guy’s investing approach. And of course we discuss that lunch with Warren Buffett.

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51集单集

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#25 The Celebrity Investor

Behind the Balance Sheet

58 subscribers

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Manage episode 374468168 series 2973097
内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容(包括剧集、图形和播客描述)均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Guy Spier is a successful value investor and has spent considerable time creating an environment which will protect him and his fund from making mistakes through his own temperamental idiosyncrasies. He talks much more about environment design than valuation which is refreshingly different.

We discuss why the best ideas are simple, yet analysts always want to impress with their understanding of complex situations. Guy talks about his university chums, David Cameron and Chris Hohn and why his father entrusted his life savings to a young man with no investing experience and how that has coloured Guy’s investing approach. And of course we discuss that lunch with Warren Buffett.

Show Notes

  continue reading

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