Investor Guy Spier had lunch with Warren Buffett and called it “life changing.” Here’s how he invests.
(1:00) - Learning Value Investing From A Fund Manager: Portfolio Philosophy
(6:30) - A Life Changing Lunch With Warren Buffett
(10:00) - Breaking Down Aquamarine Fund’s Current Positions
(22:30) - Big Takeaways From Guy Spier: BAC, WFC, AXP, MA, MU, TWTR, GOOGL, MCO, RACE, SRG
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