The Education of a Value Investor

John Zolidis is an equity analyst and a registered investment advisor, President, and Founder of Quo Vadis Capital Inc. He talks to Guy Spier about what made him found his own company, about the retail sector, and the battle between physical stores and Amazon. John also shares why he is fascinated with the Chinese market, as well as gives some insight into a company he has been following. Full transcript available here: https://aqfd.docsend.com/view/mx8ghkc4wihjuwu5 Contents:(00:00:00) Introduction (00:07:55) Life in Southampton, New York(00:11:22) The Flaws of Sell-Side Research(00:25:29) About the Retail Sector(00:30:17) Difficulties in Apparel Retail(00:47:21) Physical Stores vs. Amazon (00:58:54) The French Luxury Sector and Big Surface Stores (01:06:00) Investing in China: How to Minimize the Risks? (01:17:33) Transition Between Research and Investment Management

Guenther Dobrauz is a half-Swiss, half-Austrian lawyer, Leader of PwC Legal Switzerland, and a member of PwC’s Global Legal Leadership Team. In the past he has co-run one of the first Swiss venture funds. He is also the author of 10 books.He talks to Guy Spier about regulatory law in Switzerland, his work at PwC, and his Austrian origins. Blockchain technology and circular economy are two of the main topics, being the focus of Exelixis Capital, an investment entity co-founded by Guenther Dobrauz, Sebastian von Doering and Michael Dieckell.Full transcript available here: https://aqfd.docsend.com/view/t3awk5yugdv8i7hb Contents:(00:00) Thinking Outside of the Box (09:08) About PwC (13:30) The Austrian Origins of Guenther Dobrauz (18:19) Blockchain Technology and Cryptocurrencies (23:36) The Founding of Exelixis Capital (30:14) How to Choose the Right Opportunities? (35:34) Books, Vinyl Records and Custom Motorcycles (41:38) Lessons for Professional Success 

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

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)

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

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)

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)

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.

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)

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)