At the beginning of October 2019, we had the chance for a series of interviews with Guy Spier of Aquamarine (www.aquamarinefund.com and www.guyspier.com) in Zurich. In this part of the interview, you can learn more about Guy Spier’s research process.
Here is the transcript of the conversation: https://www.good-investing.net/2021/08/10/guy-spier-aquamarine-capital-investment-ideas/
Here you can find part one: https://www.youtube.com/watch?v=vuq8hq76nEU
00:00 Start
00:27 Where do you get your ideas from?
10:46 How much time does Guy Spier spend thinking?
15:38 How many companies do you research every year?
20:47 When to research a company deeper
24:47 How long does it take for Guy Spier to buy into a stock?
30:50 How does Guy Spier limit his holdings?
33:05 When do you sell a stock?
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#investmentresearch #process #investing
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