Episode #75 - Mastering the Mindset of Investing with Guy Spier

Mar 5, 2025

Guy Spier, en Zürich-basert verdiinvestor og forvalter av Aquamarine Fund, deler sin inspirerende reise fra å vinne en lunsj med Warren Buffett til å skrive boka "The Education of a Value Investor." Han diskuterer hvordan sterk bedriftskultur overgår strategi, og nevner eksempler som IKEA og Costco. Spier gir også råd om hvordan håndtere tap og usikkerhet i investeringer, samt betydningen av kontinuerlig læring. Hans personlige refleksjoner om rikdom og livets prioriteringer gir lytterne verdifulle innsikter og motivasjon.

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ANECDOTE

Fra Wall Street Til Ekthet

Guy Spier skrev en bok om seg selv fordi det var det han kunne være autoritativ på.
Han mener ekte suksess kommer gjennom å være autentisk og sann mot seg selv.

INSIGHT

Hvorfor «Nok» Krever Valg

Rikdomsjakten stopper ikke automatisk når du har «nok», det krever bevisst omprioritering.
Guy minner om at livets verdi er multidimensjonal og ikke bare måles i penger.

ADVICE

Invester For Flere Tiår

Velg investeringer du kan holde i 7–50 år og fokuser mer på kultur enn kortsiktig strategi.
Reduser forvaltningskostnader og krev at egne posisjoner lett kan gi langsiktig merverdi.

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In this episode, we dive into the remarkable journey of Guy Spier, the Zurich-based value investor behind the Aquamarine Fund. From winning a $650,100 lunch with Warren Buffett to authoring the acclaimed Education of a Value Investor, Spier’s story blends financial savvy with personal transformation. Through his never-ending thirst for knowledge, inspiring work on the VALUEx conference and investment community efforts, he has become a guiding light for value investors worldwide.

During our talk, we explored some of the more complex and interesting concepts in investing; how to identify great cultures, the power of luxury brands and how to mentally deal with losses and mistakes in investing. Negative stuff happens in life, it is how you deal with the setbacks that builds your character - Guy shared personal experiences and techniques for overcoming difficult periods. Several companies came up during the discussions, i.e. Costco, IKEA, Ferrari and - of course - Berkshire Hathaway.

We throughly enjoyed our talk with Guy. An inspiring person and investor. The listener will not only get valuable investment insights, but also interesting reflections on life and time.

Spier’s work:

Podcast: Education of a Value Investor; https://podcasts.apple.com/no/podcast/the-education-of-a-value-investor/id1514273768?l=nb

Website: https://www.guyspier.com/

The views and opinions expressed by the guest on this podcast are solely their own and do not necessarily reflect the views or opinions of the hosts. The hosts do not endorse any political views or statements made by the guest. Nothing in this episode should be interpreted as investment advice, but should be considered as entertainment. Always do your own due diligence, and consult a certified financial advisor if you seek advice on buying or selling stocks or other financial assets. The content of this episode was not sponsored.

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