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Value Investor

Jun 24, 2021

Investor Guy Spier had lunch with Warren Buffett and called it “life changing.” Here’s how he invests.

(1:00) - Learning Value Investing From A Fund Manager: Portfolio Philosophy

(6:30) - A Life Changing Lunch With Warren Buffett 

(10:00) - Breaking Down Aquamarine Fund’s Current Positions   

(22:30) - Big Takeaways From Guy Spier: BAC, WFC, AXP, MA, MU, TWTR, GOOGL, MCO, RACE, SRG