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Innehåll tillhandahållet av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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#25 The Celebrity Investor

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Manage episode 374468168 series 2973097
Innehåll tillhandahållet av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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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  continue reading

48 episoder

Artwork

#25 The Celebrity Investor

Behind the Balance Sheet

57 subscribers

published

iconDela
 
Manage episode 374468168 series 2973097
Innehåll tillhandahållet av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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

48 episoder

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