In the beginning, we discussed Rob’s idea generation and how it changed over time. He also explained how he currently finds ideas.At 03:08 we are talking about filters he uses.At
Archives: Episodes
How to evaluate management? A talk with Value Investor Robert Vinall
Rob Vinall of RV Capital (https://www.rvcapital.ch) performed with 18,5% return per annum since 2008. We had the opportunity to talk to him in Switzerland in March. At 01:16 Rob explains
Guy Spier, what has finding investment ideas to do with a bar??
At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the
How did Mohnish Pabrai inspire, you Guy Spier?
At the beginning we learn what mistakes made Guy Spier the investor he is today.
At 04:00 we learn how Guy Spier changed his view on mistakes.
At 06:27 Guy Spier explains which concepts he copied for his life.
Ab 11:13 wechseln wir ins Deutsche und lernen Guys Deutschkenntnisse kennen.
Ab 13:06 erfahren wir was den deutschen Anteil von Guy Spier ausmacht.
At 16:36 we are back in English and Guy answers the question which people had the biggest influence on him.
At 19:10 Guy Spier explains three lessons he learned from Mohnish Pabrai.
At 28:39 we learn more about a typical day and week of Guy Spier.
At 32:49 we talk about the right incentives in life.
