I stopped by Guy Spier’s office in Zurich this morning and had a great time, as always.
One of the advantages of living in a city like Zurich — as opposed to New York — is that it’s much easier to meet great investors or entrepreneurs informally and develop a friendship. I had met Guy in New York, but in such a huge city, attention gets diluted and many new business relationships remain superficial. I feel privileged to have become friends with Guy in Zurich, and it’s always a real pleasure to drop by his office on short notice.
When I arrived this morning, Guy was in an “experimenting with online technology” mood. We decided to do a live stream on YouTube and on Periscope at the same time. A bunch of you joined and asked questions. Here are some of Guy’s insights.
Guy’s Answer on Investment Idea Generation and Valeant (VRX)
Guy’s Advice for People with Attention Deficit Disorder (ADD)
Guy’s Latest Thoughts on Horsehead Holdings (ZINC)
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About The Author: John Mihaljevic
John Mihaljevic, CFA is a Managing Editor of The Manual of Ideas and a Managing Director of ValueConferences. He has also served as Managing Partner of investment firm Mihaljevic Capital Management LLC since 2005. He is a member of Value Investors Club, an exclusive community of top money managers, and has won the Club’s prize for best investment idea. John is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder. He resides in Zurich, Switzerland.
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