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The Education of a Value Investor

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Jul 20, 2022 • 1h 17min

Francisco Negrin – His early life, career in opera, and business leadership behind the scenes

Francisco Negrin is a creative director working in opera, as well as shows and other events.He talks to Guy Spier about his early life, his career in opera and the meaning of his sets, as well as the business leadership that is part of his work behind the scenes.  Contents:(00:00:00) The Early Life of Francisco Negrin(00:16:06) Blending into Cultures(00:27:51) The Relevance of Opera(00:36:45) Tools to Convey the Message of a Piece(00:48:16) Is Opera a Popular Art Form?(00:59:03) Business Leadership Behind the Scenes(01:06:42) Personal Professional Mission(01:11:49) Important Pieces of Art
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Jun 27, 2022 • 1h 23min

Mark Bitz - Winning Practices, Cultural Council, International Affairs and an honest rule of law

Mark Bitz is an entrepreneur, author and community leader. In his latest book, Winning Practices of a Free, Fit, and Prosperous People, and in his course, his aim is to make people aware of the essential practices that should flow through populations, be mastered and subsequently transmitted in order to evolve a superior set of software that enables them to really flourish in their environment.He talks to Guy Spier about the winning practices, his idea of a cultural council in the United States, international affairs and the importance of an honest rule of law. Full transcript available here: https://aqfd.docsend.com/view/pkiww39rnr4w2ryc Contents:The Influence of Various Cultural Packages (00:00)A Winning Practice: DNA Fidelity (00:12:33)International Affairs and Interference (00:24:016)The Importance of an Honest Rule of Law (00:30:46)Role of Religion in Transmitting Culture (00:37:34)The Idea of a Cultural Council (00:44:10)China from a Different Point of View (00:57:12)The United States’ Ability to Reboot (01:07:16)Calls to Action (01:17:44)
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May 16, 2022 • 1h 40min

Ninad Shinde on lab-on-a-chip devices, evolution of private equity space and the cloud business

Ninad Shinde grew up in India, studied and worked in the United States, before moving to London, where he still lives and works as a consultant to private equity firms.He talks to Guy Spier about his education, his work on lab-on-a-chip devices, about the evolution of the private equity space and about one of his big interests, the cloud / software as a service business.  You can find the talk by Professor Carlotta Perez here: https://youtu.be/dhNd3tVR1hIAnd another good talk with Professor Carlotta Perez is here: https://youtu.be/TRUlHfPLnjEFull transcript available here: https://aqfd.docsend.com/view/z9gjdur3ukppeiay Contents:(00:00:00) Crossing Three Continents(00:06:42) Lab-On-A-Chip Devices(00:12:20) The Perks of Being an Indian(00:21:54) Shifting Towards the World of Finance(00:31:29) The Evolution of Private Equity Firms(00:44:57) The New Economy(01:01:17) Heuristics for Choosing the Right Businesses(01:14:25) How to Find the Future A-Team?(01:24:58) Charlie Munger and Cryptocurrencies(01:33:11) Other Resources and Contacts
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Apr 22, 2022 • 31min

Olaf Hein - His early life and education and the evolution of his career in the financial industry

Olaf Hein is the CEO of Elbstein AG, a publicly traded German holding company. He talks to Georgina Godwin about his early life and education and the evolution of his career in the financial industry. Mr. Hein also shares some advice based on his decades-long stock market experience.Here's an interview by Smart Investor who interviewed Olaf Hein about real estate shares and interesting niches within the real estate market:aqfd.docsend.com/view/3y9bb9hvnz9yck2dFull transcript available here: aqfd.docsend.com/view/ub7ptyhqcumqpv63Contents:Early Life and Education (00:00)The Years in America (04:33)From Rags to Riches (09:03)The Birth of Elbstein AG (16:24)The Essence of the Stock Market (19:59)A Reading List (23:58)Olaf Hein’s Guiding Principles in Business (28:09)
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Mar 25, 2022 • 53min

David Sumpter: Applications of mathematics in practical areas of our day-to-day life

David Sumpter is a professor of applied mathematics at the University of Uppsala, in Sweden, and the author of a wonderful book called The 10 equations that Rule the World.He talks to Guy Spier about the various applications of mathematics in practical areas of our day-to-day life, such as social media algorithms, graph theory, Bayes’ theorem, and even vaccinations.   Full transcript available here: https://aqfd.docsend.com/view/8sw5qidsc44bzkr2 Contents: Pure Mathematics vs. Applied Mathematics (00:00)Graph Theory and its Applications (10:39)The Advertising Equation in Social Media (17:11)Taking Control of the Algorithms that Control Us (20:11)“Fluffy Science” vs. Empirical Studies (25:02)From the Kelly Criterion to Bayes’ Theorem (32:22)Mathematics Behind Vaccination Hesitancy (41:55)
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Mar 4, 2022 • 1h 17min

Ricardo Fernandez: Investing in Private Equity in Brazil

Ricardo Fernandez, Founder and Managing Partner of Signal Capital, talks about the influence of family, compares different parts of Brazil, the beginning of private equity journey, investment opportunities, the impressive case of Estacio, and reading habits and book recommendations.
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Feb 11, 2022 • 36min

Arthur Fine and Georgina Godwin: Aloha Medical Mission and the Power of Volunteers

Arthur Fine is a lawyer and one of the directors of Aloha Medical Mission (“AMM”), a non-profit volunteer organization based in Honolulu, Hawaii, which provides free health care to underserved people in the Pacific, Asia and Hawaii and does surgical missions in the developing world (alohamedicalmission.org). His wife, Marjorie Fine, is a general surgeon and a volunteer at AMM.Mr. Fine talks to Georgina Godwin about his and Marjorie’s early life, their careers and their work at Aloha Medical Missions. Full transcript available here: https://aqfd.docsend.com/view/vju2ccuhsy7ztf9w Contents:Balancing Family and Career (00:00)Marjorie Fine, a Brilliant Mind (04:43)Aloha Medical Mission (09:25)About the Missions (16:57)The Incredible Power of Volunteers (25:09)How Can AMM Adapt to Covid-19? (33:02)
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Jan 7, 2022 • 32min

Lory Spier on how to raise great children, the Dragon School and Growing up in Mexico

A few months ago, Lory Spier was invited to give the prize-giving-day speech to graduating students at the Dragon School in Oxford. In this interview, she talks to Georgina Godwin about growing up in Mexico, her working experiences and life in her twenties, as well as meeting Guy and eventually settling down in New York. At the end of the episode, Lory reads out the speech that she gave at the Dragon School, which allows the listeners to truly get a sense of what Lory’s core values are, and what she and Guy try to pass onto their children. Full transcript available here: https://aqfd.docsend.com/view/ir5vd3z47zzbbwxz Contents:Growing Up in Mexico (00:00)From Architecture to Radio and Television (07:24)The Love Story of Lory and Guy (11:11)Teachers’ and Schools’ Impact on Children (17:58)What is Special About the Dragon School (22:53)Lory’s Prize-Giving-Day Speech (27:45)
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Sep 6, 2021 • 1h 6min

Gautam Baid: Important Lessons on Compounding and on Pursuing Your Passion

Gautam Baid, CFA, is the author of the international best-seller The Joys of Compounding. He is also the Founding Creator at Chapter, a revolutionary learning platform. Previously, Gautam served as a portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah.Mr. Baid talks to me about growing up in India, moving to the United States, changing careers, and how he found his calling in life. He also shares his future projects and important lessons on compounding.Full transcript available here: https://aqfd.docsend.com/view/jc6uj72qud3gkiypContents: Growing Up in India (00:00:00)A New Beginning: From Investment Banking to the Graveyard Shift (00:06:47)The Power of Passion (00:10:49)Becoming a Portfolio Manager (00:17:15)The Capture Habit (00:21:17)The Birth of The Joys of Compounding (00:25:15)The Next Chapter (00:35:13)How to Walk the Talk (00:45:27)China vs. India from an Investment Perspective (00:57:54)
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Aug 9, 2021 • 1h 10min

Manos Papatheofanous on the Canadian Pension Plan, Inflation and Cryptocurrencies

Manos Papatheofanous was born and raised in Greece, before moving to London to study computer science 31 years ago. Throughout his career he has worked various jobs in banks and proprietary trading desks, in asset management firms and in hedge funds, and has also completed a degree from London Business School of Master’s in Finance. Two years ago, Mr. Papatheofanous joined CPP Investments, the investment arm of the Canadian Pension Plan, which manages about 500 billion dollars for approximately 20 million Canadian pensioners.Full transcript available here: https://aqfd.docsend.com/view/93wembq2jwh6pxb8 Contents:Working at the Canadian Pension Plan (00:00:00)The CPP’s Investment Strategy (00:09:21)The Challenges and Advantages of Being Big (00:16:54)Connections Between the Labour Market, Inflation and Globalization (00:28:00)The Federal Reserve’s Influence on Inflation (00:41:46)The Goal of Negative Interest Rates (00:50:53)Cryptocurrencies or Crypto Assets? (00:56:13)Book Recommendations and Getting in Touch (01:06:55) 

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