Guy Spier
Husband to Lory Spier, Father to Eva, Isaac and Sarah, Value Investor and author. \ud83d\ude00 Join my email list here: https://t.co/xQvQ0JQkUx #valueinvesting
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 6 years ago | Last Issue | a year ago |
| Active | |||||
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gspier.substack.comLatest Issues
This may be why Berkshire Never Bought Louis Vuitton
The richest man in Europe and possibly the world is Bernard Arnaud. He is the driving force behind LVMH. The French luxury behemoth. Their brand portfolio is unparalleled - including Louis Vuitton, Moët Hennessy, Tiffanys and numerous other...
Long Live the Shameless Cloners
In the early 2000’s Mohnish Pabrai became the first person in the investment world to talk openly about an uncomfortable truth.
Many investment managers — who claimed to be original thinkers — were actually just copying other investors the...
Trump and Tariffs.
Here is why I am less concerned than you might be:
The tariffs create political headlines that distract. But just as they can be easily announced, they can just as easily be changed or removed. I would not be surprised to see an enormous...
Trump's Inauguration
Today, Trump will be sworn in as President of the United States of America.
In November, I was on the fence about him.
Now I am glad he won.
Under Biden the USA was veering off a cliff. Biden and the democrats were not focused on ordi...
On Reading Fiction
Unlike the late Charlie Munger, Pat Collison joins Tyler Cowen in reading fiction.
Some time ago at the Berkshire Hathaway annual meeting I remember Charlie Munger being asked if he had read any good fiction lately.
His response was...
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Husband to Lory Spier, Father to Eva, Isaac and Sarah, Value Investor and author. \ud83d\ude00 Join my email list here: https://t.co/xQvQ0JQkUx #valueinvesting
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