TIP653: Track Record and Risk w/ Guy Spier

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
In this episode, Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since 1997, Guy Spier’s fund has performed 9.3% vs. 8.7% annually for the S&P500.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:05 - What we can learn from royal families about moats in business.

26:43 - How Guy Spier’s track record would look if we adjusted to luck.

40:20 - If Guy would ever stop managing money.

49:49 - How to think about risk in your portfolio.

52:31 - Why it’s risky not to take risks.

56:40 - Why Guy wants to be truthful and honest and not present himself in the best possible light.

1:14:31 - How to think about position sizing.

1:21:53 - What is VALUEx?

1:37:23 - How Guy feels about being famous in the value investing community.

1:55:46 - How to live a life with givers, matchers, and takers.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES

NEW TO THE SHOW?​




SPONSORS

Support our free podcast by supporting our sponsors:




HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
21
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
22
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
43
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
42
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
25
We Study Billionaires - The Investor’s Podcast
W
Back
Top