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#25 The Celebrity Investor

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Manage episode 374468168 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Guy Spier is a successful value investor and has spent considerable time creating an environment which will protect him and his fund from making mistakes through his own temperamental idiosyncrasies. He talks much more about environment design than valuation which is refreshingly different.

We discuss why the best ideas are simple, yet analysts always want to impress with their understanding of complex situations. Guy talks about his university chums, David Cameron and Chris Hohn and why his father entrusted his life savings to a young man with no investing experience and how that has coloured Guy’s investing approach. And of course we discuss that lunch with Warren Buffett.

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43 episodes

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#25 The Celebrity Investor

Behind the Balance Sheet

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Manage episode 374468168 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Guy Spier is a successful value investor and has spent considerable time creating an environment which will protect him and his fund from making mistakes through his own temperamental idiosyncrasies. He talks much more about environment design than valuation which is refreshingly different.

We discuss why the best ideas are simple, yet analysts always want to impress with their understanding of complex situations. Guy talks about his university chums, David Cameron and Chris Hohn and why his father entrusted his life savings to a young man with no investing experience and how that has coloured Guy’s investing approach. And of course we discuss that lunch with Warren Buffett.

Show Notes

  continue reading

43 episodes

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