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August 07, 2009

My talk with Bloomberg's Carol Massar

My talk with Bloomberg's Carol Massar about the outlook for Berkshire Hathaway Inc.'s second-quarter results.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ak75cPD1xeT4

August 06, 2009

Berkshire May Post Blockbuster Result, by CEO’s Gauge

…The $10.2 billion in liabilities on the derivatives, which pushed down book value in past quarters, will shrink after the indexes recovered in the second quarter.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=awoqVe5KpeUQ

July 31, 2009

Interview with John Mihaljevic

My interview with John Mihaljevic, the Managing Editor of The Manual of Ideas

Read the interview

July 14, 2009

Navigating between Fear and Greed Using Checklists


Notes on Guy Spier’s presentation Navigating Between Fear & Greed Using Checklists given at the Value Investing Seminar in Italy on July 14, 2009 were posted on the Manual of Ideas web site.

Slides from Guy’s presentation can be seen here

June 15, 2009

Aquamarine Fund Inc. ranked #6 for April 2009 by BarclayHedge

Aquamarine Fund has been ranked #6 in the Equity Long-Bias category for the month of April, 2009 by BarclayHedge.


 









This fund was ranked based on Barclay's hedge fund database




January 14, 2009

The Global Purging Power of the United States

The editor of World Affairs Monthly interviewed me to discuss events of the last several months and the effect of Wall Street on the United States and the rest of the world.

Read the article

December 10, 2008

Value Investing Conference at UVA

I was on the panel at the Value Investing Conference held at the Darden School of Business, University of Virginia.

See the video

November 13, 2008

Bonuses, Credit Rating Agencies and the Credit Crunch

I contributed to a paper published by the Centre for Dynamic Macroeconmic Analysis at St. Andrews University, Scotland.
Read Paper

September 24, 2008

Bloomberg.com: Goldman's Future Is 'Bright'

Guy Spier talked with Bloomberg's Carol Massar about billionaire investor Warren Buffett's $5 billion investment in Goldman Sachs Group Inc. and the outlook for the banking industry.
Video link


September 11, 2008

TIME: David Cameron: UK's Next Leader?

Guy Spier was quoted in a Time article about David Cameron, leader of Britain's Conservative Party. Guy and David were contemporaries at Oxford.
Read the article

June 30, 2008

Lunch with Warren Buffett

The lunch was reported by several news organizations...

Continue reading "Lunch with Warren Buffett" »

May 28, 2008

Various Presentations

Mexico City, May 28, 2008
I have done various presentations recently - in Mexico City, Los Angeles, and Italy. It has been a very interesting experience, and I have gotten a lot better at public speaking. At the behest of one of the people that I have met recently, I have joined toastmasters (pacer's) to see if I can improve more.

Below some links from the Mexico Forum. Others to follow.


Download Program (PDF)
Forum website and video presentation: www.valueinvestingforum.com.mx/english/index.html

IMG_2858

May 24, 2008

Toppmøtet

DN Magasinet - May 23-24, 2008
Guy Spier featured in Warren Buffett article.
Download Article (PDF)

May 02, 2008

ארוחה עם האורקל מאומהה

The Marker - May 2, 2008
Guy Spier featured in article.
Download Article (PDF)

December 31, 2007

Harvard MBAs in Hedge Funds

Infovest21 - December 2007
In the December issue of Strategy Focus, Infovest21 interviewed a number of Harvard MBA hedge fund managers to get their views.
Download Strategy Focus newsletter (PDF)

September 26, 2007

Reasons to be Be Cheerful

Time article

February 02, 2007

The Art of Banking

Robert Kennedy College - January 29 - February 2, 2007

Guy Spier was a speaker at The Art of Banking course in Davos run by Professor David Costa, Dean of Robert Kennedy College. The following is an excerpt from the course description:

The banking industry faces an era of change. New technologies, new regulations, new customer expectations, and the decreased importance of geography in competition all affect the fortunes of each institution. This program is designed to meet the continuing education needs of banking executives to keep pace with that change, both its risks and its possibilities.

The Art of Banking is designed around six strategic principles, derived from Sun Tzu's Art of War, that winning strategists have used to succeed in business.
Learn more about course

April 05, 2006

Amanda Pullinger to receive award from The American Friends of James Joyce

The American Friends of James Joyce announced that Amanda J. Pullinger, Vice President of Aquamarine Capital Management, LLC, would receive the Award for Distinguished Service in the Field of Education at the Bloomsday Awards Celebration on June 14, 2006 at the Yale Club, New York City.
Press Release (PDF)

June 03, 2005

Dan Moore joins Aquamarine LLC

Dan Moore joined Aquamarine LLC as an analyst on June 1, 2005. His primary responsibility is to research and generate investment ideas in order to enhance the performance of Aquamarine Fund Inc. (an offshore private investment fund) and Aquamarine Value Fund L.P. (a US-based private investment fund.)

Continue reading "Dan Moore joins Aquamarine LLC" »

May 09, 2005

Guy Spier quoted in the Financial Express

I was written up in the Financial Express.


“The very worst that could happen is that one or two individuals are found to have done something wrong,” said Guy Spier, who manages $50 million at New York-based Aquamarine LLC, including about $10 million of Berkshire shares. “There is absolutely no question in my mind that Buffett acted properly.”

Click here to see the whole article

Continue reading "Guy Spier quoted in the Financial Express" »

May 08, 2005

Guy in Shanghai

In order to properly do my research on a particular company, I travelled to Shanghai.

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shanghai.JPG

April 28, 2005

Writeup in Value Investor Insight

I made the front page of Whitney Tilson's new publication - Value Investor Insight.

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Whitney and John Heins bill the interview as follows:

Globe-hopping value investor explains why he loves the education business, how to identify valuable brands, where he's finding international ideas and why he's interested in EVCI, Todhunter International and OZ Holding.

Check here for details:

Guy Spier in the BRK issue of Value Investor Insight

Continue reading "Writeup in Value Investor Insight" »

August 11, 2003

Berkshire Hathaway and AFLAC

FOX News - August 11, 2003
Forbes on Fox: Guy Spier panel interview on Berkshire Hathaway and AFLAC.
Read the transcript