Guy Spier Columbia Interview

[Parsad]

Nice interview with one of the nicest guys in the industry.  Cheers!

 

http://www4.gsb.columbia.edu/filemgr?&file_id=7314104

[Phaceliacapital]

Thanks, that's for tonight

 

edit: Couldn't wait, amazing interview

[Liberty]

Thanks, that was good. Very candid interview.  :)

[Grenville]

Enjoyed this, thanks! I liked the part about building something that suits you, towards the end of the interview.

[zarley]

Great interview.  Thanks for sharing.

[Guest FFHfan]

Thanks  :)

[dcollon]

What a great interview.  It was so good I read it a few times.

[racemize]

Phenomenal interview.  Anyone know what his record looks like?

[T-bone1]

I thought it was a great interview as well.  I think I recall seeing that his fund was up something like 280% since inception in 1997 (as of the end of 2012), as compared to something like 48% for the S&P over that period. 

 

Even without all of the positive associations (Pabrai, Buffett), you get the sense very quickly that he is a very high quality person.

[Parsad]

 

Even without all of the positive associations (Pabrai, Buffett), you get the sense very quickly that he is a very high quality person.

 

I'll tell you what type of person he is.  While I had met him before a couple of times, it was in Omaha 2010, when I actually spent a fare bit of time with him.  Mohnish, Guy, Alnesh, Dr. Ajay Desai, myself and a couple of friends were having a very late bite to eat, about 1am or so, at the burger restaurant in Harrah's in Council Bluffs.  During all of the discussion, Guy is occasionally taking photographs..nothing unusual.  A very charming, affable fellow I found him to be!

 

About two-three weeks later, a package arrives at my desk in my office.  It's a photograph Guy took of Alnesh and myself.  He had it printed, labelled, framed and shipped over to me for no reason...other than that is his nature.  It's on my desk to this day!  Cheers!

[gurpaul88]

Phenomenal interview.  Anyone know what his record looks like?

 

The funds annual performance can be found at http://aquamarinefund.com/fund/

[racemize]

Phenomenal interview.  Anyone know what his record looks like?

 

The funds annual performance can be found at http://aquamarinefund.com/fund/

 

looks like you need a login to get it, unless I'm missing something.

[Liberty]

 

Even without all of the positive associations (Pabrai, Buffett), you get the sense very quickly that he is a very high quality person.

 

I'll tell you what type of person he is.  While I had met him before a couple of times, it was in Omaha 2010, when I actually spent a fare bit of time with him.  Mohnish, Guy, Alnesh, Dr. Ajay Desai, myself and a couple of friends were having a very late bite to eat, about 1am or so, at the burger restaurant in Harrah's in Council Bluffs.  During all of the discussion, Guy is occasionally taking photographs..nothing unusual.  A very charming, affable fellow I found him to be!

 

About two-three weeks later, a package arrives at my desk in my office.  It's a photograph Guy took of Alnesh and myself.  He had it printed, labelled, framed and shipped over to me for no reason...other than that is his nature.  It's on my desk to this day!  Cheers!

 

Great anecdote. Thanks for sharing  :)

[wescobrk]

Very good read, thanks

[Kiltacular]

Great interview!

 

The beginning of the interview displays the kind of self-awareness that you rarely see anywhere, much less in the "high-powered" world of investing.

 

It is very insightful.

 

Thanks for posting.

[Guest FFHfan]

Comparison: Aquamarine Fund vs. S&P vs. MSCI

 

Total Return: Aquamarine Fund 298.5%

                    MSCI World 39.0%

                    S&P 98.3%

 

 

Annualized: Aquamarine Fund 9.5%

                    MSCI World 2.2%

                    S&P 4.3%

[Kraven]

I thought it was a great interview.  He is a fascinating guy and I would be interested in reading more about him.