Guy Spier is a Zurich based investor. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett.
Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950′s Buffett partnerships.
Prior to starting Aquamarine Fund, Spier worked as an investment banker in New York, and as a management consultant in London and Paris.
Mr. Spier completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics. While at Oxford he was a contemporary of David Cameron at Brasenose and attended economics tutorials with him.
Spier is the CEO of the Spier family office. He also serves on the advisory board of Horasis, and is a co-host of TEDxZurich.
Spier is a member of YPO, EO, Zurich Minds and the Latticework Club.
Aquamarine has offices in New York, London and Zurich where Mr. Spier currently resides with his wife Lory and their three children, Eva, Isaac and Sarah.
发表于2025-03-22
The Education of a Value Investor 2025 pdf epub mobi 电子书
最近读了这本午餐书,给我最大的感触就是榜样的力量,也许自己是一个蛮厉害的人,但是生活的广博远超我们的想象,山外有山,人外有人,总有在某一方面远超我们的人,或者是全方面远超我们的人。 作者本身就是一位高材生,但是受到外在评价体系的影响,选择了第一份不好的工作,...
评分一、悟出的一些人生道理 1、坚持按内部记分卡行事 巴菲特是坚持按内部记分卡行事的人,他不会重视外部的世界如何看待他、评价他,以获得高的外部记分;他只重视自己如何行事才能盈利有收益或者损失最少,他善于应用而且坚持不懈的使用内部记分卡。 作者反思了自己在D.H.布莱尔...
评分 评分巴菲特说:做价值投资是需要天赋的。我以前一直不太理解这句话,因为价值投资讲的东西并没有超出普通人的理解范畴。随着投资阅历的提升,才开始慢慢明白,老巴说的天赋,并不是智商,而是思维模式、价值观、情绪控制这些东西。要做好价值投资,需要: 1.独立思考能力(思维模式...
评分有很多不错的建议,比如 "The need for public approval and recognition can so easily lead us in the wrong direction. This is a dangerous weakness for an investor, since the crowd is governed by irrational fear and greed rather than by calm analysis. Valu...
图书标签: 投资 金融 价值投资 investment 英文原版 经济 传记 思维工具
What happens when a young hedge fund manager spends a small fortune to have lunch with Warren Buffett? He becomes a true value investor.
This book traces the arc of a transformation. Author Guy Spier started his career as a Gordon Gekko wannabe -- brash, short-sighted and entirely out for himself. Then, a series of transformations and self-realizations led him from an investment banking job with a third-rate firm to managing his own fund, which has generated tremendous returns for his investors. His journey began with the discovery of Ben Graham's The Intelligent Investor, then took him on a path to a life-changing meeting with the renowned investor Mohnish Pabrai, followed by his famous lunch with Warren Buffett. That $650,100 meal proved to be a bargain, teaching Spier some of the most valuable lessons of his life.
Along the way, he has gained many powerful insights about investing and business, including: why the right mentors and role models are the key to long-term success as an investor; how a top-notch education can get in your way; why self-knowledge is so critical to becoming a great investor; and how Buffett taught him that the ultimate goal in life is to be true to yourself.
This book is an extraordinarily candid memoir that takes the reader into some of the darkest corners of Wall Street. It's also a remarkably smart and practical guide to what it takes to become a successful investor. Most important, Guy Spier provides those who want to take a different path with the insight, guidance and inspiration they need to succeed on their own terms.
I give him credit for being humble. :P
评分This book is not so much about how to invest in stocks. This book is about how the author has successfully copied the best ideas and made them his own. If smart people like Guy Spier need to model other people’s success, what excuse do I have not to?
评分心路历程
评分环境和公司文化会影响员工的道德判断,想要靠个人影响环境是很难的;增加行动力,避免负面思维。选择好一个价值投资交流的圈子,躲开不透明的人,向你的偶像学习、模仿他的操作,避免由于妒忌和ego导致非理性投资,怀抱感恩的心。建立内在标准而非外在标准。永久资本+保守用杠杆是金融危机时保存资本的诀窍。我们无法靠自己的大脑来战胜我们的偏见(每个人都不同),只有强制性的设计才可以帮我们纠正偏差。把投资作为游戏看待。不要去主动接收别人卖的服务,避免被管理层销售套路迷惑, 和同僚谈股票的时候用开放式问题来研究, 避免被市场价格冲昏头脑和在公众面前谈论一个股票。建立系统性的checklist,是否给买卖双方带来双赢, 是否不用受过多外力因素影响.助人就是助己。对投资者不要强留。
评分环境和公司文化会影响员工的道德判断,想要靠个人影响环境是很难的;增加行动力,避免负面思维。选择好一个价值投资交流的圈子,躲开不透明的人,向你的偶像学习、模仿他的操作,避免由于妒忌和ego导致非理性投资,怀抱感恩的心。建立内在标准而非外在标准。永久资本+保守用杠杆是金融危机时保存资本的诀窍。我们无法靠自己的大脑来战胜我们的偏见(每个人都不同),只有强制性的设计才可以帮我们纠正偏差。把投资作为游戏看待。不要去主动接收别人卖的服务,避免被管理层销售套路迷惑, 和同僚谈股票的时候用开放式问题来研究, 避免被市场价格冲昏头脑和在公众面前谈论一个股票。建立系统性的checklist,是否给买卖双方带来双赢, 是否不用受过多外力因素影响.助人就是助己。对投资者不要强留。
The Education of a Value Investor 2025 pdf epub mobi 电子书