Parsad Posted October 8, 2013 Share Posted October 8, 2013 Nice interview with one of the nicest guys in the industry. Cheers! http://www4.gsb.columbia.edu/filemgr?&file_id=7314104 Link to comment Share on other sites More sharing options...
Phaceliacapital Posted October 8, 2013 Share Posted October 8, 2013 Thanks, that's for tonight edit: Couldn't wait, amazing interview Link to comment Share on other sites More sharing options...
Liberty Posted October 8, 2013 Share Posted October 8, 2013 Thanks, that was good. Very candid interview. :) Link to comment Share on other sites More sharing options...
Grenville Posted October 8, 2013 Share Posted October 8, 2013 Enjoyed this, thanks! I liked the part about building something that suits you, towards the end of the interview. Link to comment Share on other sites More sharing options...
zarley Posted October 8, 2013 Share Posted October 8, 2013 Great interview. Thanks for sharing. Link to comment Share on other sites More sharing options...
Guest FFHfan Posted October 8, 2013 Share Posted October 8, 2013 Thanks :) Link to comment Share on other sites More sharing options...
dcollon Posted October 8, 2013 Share Posted October 8, 2013 What a great interview. It was so good I read it a few times. Link to comment Share on other sites More sharing options...
racemize Posted October 9, 2013 Share Posted October 9, 2013 Phenomenal interview. Anyone know what his record looks like? Link to comment Share on other sites More sharing options...
T-bone1 Posted October 9, 2013 Share Posted October 9, 2013 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. Link to comment Share on other sites More sharing options...
Parsad Posted October 9, 2013 Author Share Posted October 9, 2013 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! Link to comment Share on other sites More sharing options...
gurpaul88 Posted October 9, 2013 Share Posted October 9, 2013 Phenomenal interview. Anyone know what his record looks like? The funds annual performance can be found at http://aquamarinefund.com/fund/ Link to comment Share on other sites More sharing options...
racemize Posted October 9, 2013 Share Posted October 9, 2013 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. Link to comment Share on other sites More sharing options...
Liberty Posted October 9, 2013 Share Posted October 9, 2013 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 :) Link to comment Share on other sites More sharing options...
wescobrk Posted October 9, 2013 Share Posted October 9, 2013 Very good read, thanks Link to comment Share on other sites More sharing options...
Kiltacular Posted October 9, 2013 Share Posted October 9, 2013 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. Link to comment Share on other sites More sharing options...
Guest FFHfan Posted October 9, 2013 Share Posted October 9, 2013 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% Link to comment Share on other sites More sharing options...
Kraven Posted October 9, 2013 Share Posted October 9, 2013 I thought it was a great interview. He is a fascinating guy and I would be interested in reading more about him. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now