What happens when a young hedge fund manager spends a small fortune to have lunch with Warren Buffett? He becomes a true value investor. Available on Amazon. |
Guy Spier: Reflections on his 2023 Partner Letter pauldutz.substack.com › guy-spier-reflections-o...
7 апр. 2024 г. · My thoughts and notes from reading the 23' Annual Letter to Investors of Guy Spier's Aquamarine Fund. |
Annual Letter 2021: Updates to my thinking this year. |
Hi, I'm Guy Spier. Welcome to my personal online home. I manage the Aquamarine Fund. We have $450 million in assets and around 150 investors – a group ... |
20 июн. 2022 г. · This habit of writing letters is an incredibly effective way of compounding good-will and relationships instead of merely compounding money. |
Videolar Aquamarine Letter. My foray into investor letters started with Guy Spier's letters. Guy is the head of Aquamarine Fund and a dear friend, and someone who thinks ... |
1 Guy Spier Alphabet Trades. Guy Spier's position in Alphabet is currently worth $2.8 Million. That's 0.98% of their equity portfolio (11th largest holding). |
As I mentioned in last year's annual letter, we officially finalized the move of our head office from New York to Zürich in 2022. All of our fund documents were ... |
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