Lory Spier on how to raise great children, the Dragon School and Growing up in Mexico

Warren Buffett's 2015 Annual Letter: Discussing Warren Buffett's 2015 Annual Letter with Carol Massar and Noah Buhayar by The Education of a Value Investor

8 min listen

Naama Baram of Teva Pharmaceuticals: This conversation was with Naama Baram - who is the General Manager of Teva Pharmaceuticals in Switzerland. https://aqfd.docsend.com/view/agf6a952mbzupdb9 Teva and the Pharma Industry https://tevapharm.com/ https://twitter.com/bnaama https://www.linkedin.com/in/naama-bar-am/ https://www.instagram.com/p/BbZqLWpB4OF/?igshid=53huznuez7i Meditation https://plumvillage.org/about/thich-nhat-hanh/biography/ https://www.eckharttolle.com/ Poetry Maria Wislawa Szymborska https://www.brainpickings.org/2017/10/23/wislawa-szymborska-pi/ Teva Background: 00:48:500 Teva and generics soon to come off patent: 03:05:500 Teva Copaxone 04:38:000 Teva R&D efforts: 06:42:500 Teva R&D budget allocation: 07:51:000 - Investment stages in clinical trials: 09:400:500 Teva R&D budget decisions: 10:53:500 Evaluating Teva for investment: 11:11:500 Teva Remicade: 12:23:500 Worlds of healthcare services and devices: 15:17:500 Pharma industry and covid19: 17:06:400 Naamas' by The Education of a Value Investor

32 min listen

Amanda Pullinger and Georgina Godwin: The Importance of Women in Finance: In this call Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance. Amanda Pullinger, CEO of 100 Women in Finance, uses her experience to predict what proportion women will make up the finance sector by 2030. Full transcript available here: https://aqfd.docsend.com/view/cjy2hevj6jpyu9zm Contents: About Amanda Pullinger (00:00) Pursuing a Career After University (07:51) Women Underrepresented in Finance (11:41) Lack of Diversity in the Workplace (15:01) 100 Women in Finance (18:43) Openness to Political Debate (30:12) How Will a Biden Administration Affect the World of Finance? (33:02) Thoughts on Brexit (37:06) by The Education of a Value Investor

43 min listen

Discussing the 2020 Berkshire Hathaway Annual General Meeting with Dante Albertini: I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus. More about Dante Albertini here: https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=pe Full transcript available here: https://aqfd.docsend.com/view/h6m5vjp4dewnp9b7 Contents: Covid’s Impact on the Economy (00:01:15) Long-Term Holding Expectations (00:08:00) Lessons from Bad Investing Experiences (00:16:33) Warren Buffet Lunch Photographs (00:23:04) Quantitative Easing (00:29:16) Impact of Trump & Adjusting to Covid (00:36:16) China vs US (00:45:09) Making Investment Decisions (00:50:34) Managing Information Overload (00:58:06) Going from Success to Significance (01:07:28) by The Education of a Value Investor

74 min listen

Kevin Schawinski: Supermassive Black Holes, the Big Bang, Quantum Mechanics, Artificial Intelligence: In this conversation Kevin Schawinski talks to me about galaxies’ transition process, quantum mechanics and machine learning. He also goes into detail about his Galaxy Zoo citizen science project and about Modulos. Other relevant links here: https://twitter.com/kevinschawinski ch.linkedin.com/in/kevin-schawinski-517b2a74 de.wikipedia.org/wiki/Kevin_Schawinski https://skyandtelescope.org/sky-and-telescope-magazine/galaxy-zoo-a-citizen-science-project/ Full transcript available here: https://aqfd.docsend.com/view/a8j8qtx74gky7vhj Contents: From Cornell University to Balliol College, Oxford (01:54) The Mechanisms Behind Galaxies’ Transition Process (06:26) Quantum Mechanics: The Many-Worlds Interpretation (19:23) The Limits of the Laws of Nature (33:53) Galaxy Zoo: A Citizen Science Project (44:11) The Difficulties Of Machine Learning Technology (54:01) Modulos: Building a U by The Education of a Value Investor

98 min listen

Email Update April 2020: Email Update April 2020 by Guy Spier by The Education of a Value Investor

11 min listen

Diana Wais on the Real World Applications of Her "Emotional Laws" Concept: I have known Diana Wais for more than 20 years. If I had not met Diana, I would not have met my wife, Lory. And even if I had met Lory, without Diana's help and counselling, we would not have stayed married - I am sure. This was my first stab at a podcast - and was recorded more than two years ago - i.e. in 2018 or before. In this call, Guy Spier interviews Diana Wais to understand the real-world applications of her ‘emotional laws’ concept. She explains the reasons for which they should be taught in schools, especially given their impact on interpersonal relationships. Full transcript available here: https://aqfd.docsend.com/view/s46i2x9q48j7ayih Contents: Studying Emotional Patterning (00:32) Redirecting Intellect (06:19) Emotional Laws (09:14) Application of Therapeutic Processing (12:56) by The Education of a Value Investor

19 min listen

Matthew Peterson: Is now the time to Invest?: Is now the time to invest? That's the question that I asked Matthew Peterson. The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this opportunity. Matthew Peterson is the managing partner of Peterson Capital Management, a concentrated, long term, public equity fund. by The Education of a Value Investor

13 min listen

Camilla Cavendish on Brexit and the Pleasure of Writing: My conversation with Camilla Cavendish took place before corona – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at Harvard, and normally flies over every six weeks – the discussion was remarkably prescient. by The Education of a Value Investor

76 min listen

Marcelo Lima - Opening up after Coronavirus by The Education of a Value Investor

34 min listen

Aaron Edelheit: Twitter, the Sabbath, US Real Estate and Chick-fil-a: In this conversation Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book and American home. Full transcript available here: https://aqfd.docsend.com/view/gu8jh94rj4cemuu5 Contents: Modern Approaches To Value Investing (00:41) Twitter as a Curation Tool (03:15) Twitter: The Teenage Years (16:47) Expanding the Twitter Ecosystem (19:43) Jack-of-All-Trades Investors (33:29) The Birth of a Value Investor (37:45) Business vs. Investing (39:25) Every Day and Twice on Sunday (41:51) Delayed Shareholder Gratification (48:43) by The Education of a Value Investor

51 min listen

Joe Chapman: In this conversation, Joe Chapman talks to me about his squash career, Chapman Property Group and master-planned communities. University of Rochester www.rochester.edu/ Michael Rizzo http://www.sas.rochester.edu/eco/people/faculty/rizzo_michael/index.html Journal Monetary Economics www.journals.elsevier.com/journal-of-monetary-economics Wikipedia Page https://en.wikipedia.org/wiki/Joe_Chapman BVI Olympic Committee http://bviolympics.org/joe-chapman/ Full transcript available here: https://aqfd.docsend.com/view/2fvsz6stqz4gfimh Contents: From the British Virgin Islands to the University of Rochester (00:43) A Career in Squash (02:49) Hurricane Irma: What is There to Be Learned? (06:48) Chapman Property Group: Structure and Future Ideas (09:18) Successful Models of Urban Environment (15:18) Master-Planned Communities (21:17) by The Education of a Value Investor

25 min listen

Eitan Chitayat on His Viral Video and People Who Inspire Him: Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv. I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he's a creative genius. He's also the author of the extraordinary "I'm that Jew" viral youtube video that got more than 10 million hits on various social channels by The Education of a Value Investor

55 min listen

Georgina Godwin Introduction by Guy Spier by The Education of a Value Investor

20 min listen

Email Update: Knowledge Management in a New Era: Listen (or watch) on youtube here on.aqu.am/3fzgKKU You can read the email here: on.aqu.am/37cyvMa sign up to be on the email list here: bit.ly/2NX8XdQ Email Update: Knowledge Management in a New Era by Guy Spier is licensed under a Creative Commons License. by The Education of a Value Investor

9 min listen

Herman Peterscheck: How to break into the Gaming Industry, Tencent, Warhammer and Disney.: Hermann Peterscheck used to make games at a company called Riot. Now he manages Hypernormal Capital which involves a lot of reading, some writing and the occasional investment decision. . He is my go-to expert in the gaming industry. We talked about Nintendo, League of Legends, Games Workshop, Tencent and more. Links hypernormalcapital.com/ www.linkedin.com/in/hermannpeterscheck/ twitter.com/petershk by The Education of a Value Investor

78 min listen

William Green on the Journey of Becoming a Writer and the Rewards of Being a Mensch: William Green talks to Guy Spier about his new book, Richer, Wiser, Happier. He shares the long journey he has been on, before finally reaching the confidence and courage to publish his own book, which is full of insights from extraordinary people on how to think better, invest better and live more wisely. Mr. Green believes in compounding goodwill and does not hold back from sharing with the listeners' wonderful ways to become a mensch and live a much happier life. Full transcript available here: https://aqfd.docsend.com/view/9zh4znveqda63arq Contents: Introduction (00:00:00) The Journey to Becoming a Writer (00:03:42) How to Be Helpful Through Writing? (00:08:42) Replacing Fear Through a Sense of Service (00:14:50) The Birth of Richer, Wiser, Happier (00:22:03) The Art of Distilling the Essence (00:30:30) Concealed Truths: How to Aspire to a Better Life? (00:44:03) The Rewards of Being a Mensch (00 by The Education of a Value Investor

88 min listen

Philippe Taieb on His Life and Career, The Non-Profit Economy and the Future of Politics in France: Georgina Godwin interviews Philippe Taieb, an accomplished and respected consultant and coach with a unique experience of working both in the corporate world as a consultant at Braxton Associates, a strategy consulting firm, and in the social impact sector, for The Nature Conservancy, the world’s largest environmental non profit, a role he was recruited for from Harvard Business School. Philippe discusses his upbringing in France, as the son of Tunisian immigrants and the origin of his Arabic name, Taieb. Armed with a very common Christian first name, he believes that as an immigrant family his parents wanted him to have a good start in life but also blend in and integrate in Paris, a very diverse city, with people from all backgrounds and origins. History then repeated itself, when Philippe himself became an immigrant when he moved to America 23 years ago to grab the opportunities that by The Education of a Value Investor

41 min listen

Yishai Kiczales on Classic Books and Movies and the Future of Cinema: Yishai Kiczales is an Israeli film critic, songwriter and lecturer, who currently lives in Zurich with his family. He writes for the daily newspaper Israel Hayom, and his third solo album, "Inside Yishai Kiczales", will be released on May 22. He talks to me about the classic books and movies, about the recent changes in the world of cinema, and highlights some things the streaming services are missing. Full transcript available here: https://aqfd.docsend.com/view/jmvgmsxhb8vupfze Contents: Ulysses by James Joyce: A Rock in a Mountain of Classics (00:01:45) Should One Read the Classics? (00:10:20) Christopher Nolan’s Best Movies (00:13:32) The Movie Classics and Their Origin (00:21:21) How to Escape the Algorithm? (00:27:49) Past and Future Changes in the Movie World (00:37:44) Building Bridges Through Cinema (00:52:31) The Struggle of Creating Art (00:58:47) by The Education of a Value Investor

68 min listen

Brian Murray: Lessons on Class Actions, Contingency Lawyers and Arbitration Clauses: Brian Murray is a partner in Glancy Prongay & Murray, a class action litigation firm with offices in New York and Los Angeles. He talks to me about contingency lawyers, Robinhood and the history and importance of arbitration clauses. Full transcript available here: https://aqfd.docsend.com/view/erfj4tazu4zf7qpz Contents: The Benefits of Working with Contingency Lawyers (00:00) Class Actions and Mass Actions: How Do They Differ? (11:54) Process of Review of a Legal Case (21:53) GameStop and Robinhood: The Obstacles to a Class Action (26:47) Is There a Future Without Arbitration Clauses? (39:39) The Law is Not Flawless (46:17) An Introduction to Litigation Funding (50:29) The Newest Addition to the Supreme Court (54:03) by The Education of a Value Investor

58 min listen

Grant Schreiber and Georgina Godwin: Growing Up in South Africa and the Real Leaders Magazine: In this conversation Grant Schreiber talks to Georgina Godwin about growing up in South Africa, his books, Real Leaders magazine and his future plans. Full transcript available here: https://aqfd.docsend.com/view/7xek49puhrabuxsq Contents: Early Life and Education under Apartheid (01:51) Business Regulations in South Africa (06:51) The Books: Healing Through Humour (09:03) Becoming Global Citizens (11:02) Real Leaders: What Makes Them Stand Out? (14:29) Sustainability Under the Loop (19:54) Future Plans (23:45) The Power of Networking and Personal Connections (25:27) by The Education of a Value Investor

27 min listen

Jehangir Appoo and Georgina Godwin: From Cardiothoracic Surgery to AOIT Health: Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania. He has also held the position of Clinical Associate Professor of Cardiac Surgery at the University of Calgary, helping establish an artificial heart programme and performing Alberta’s first artificial heart device implant. Jehangir discusses his fascinating journey, which began as a well-travelled youngster living in at least 7 countries before the age of 18, finally settling in Canada. Medicine was an unusual choice of career for a young man who hated the sight of blood. After a chance encounter with the Dean of his Medical School, near the Taj Mahal, he offered Jehangir some wise words, ‘once you see the light don’t turn your back upon it’. As his pl by The Education of a Value Investor

33 min listen

William Oliver & William Barnes on the Primary Research Industry and their Company, In Practise: In this episode, Guy Spier talks to William Oliver and William Barnes, the founders of In Practise, a research network with a slightly different business model compared to other companies in the primary research business. They give valuable insights on the primary research industry and on topics such as how to conduct high-quality conversations and what part of management to interview when researching a company. Full transcript available here: https://aqfd.docsend.com/view/tw73wc9ef3gp3t4a Contents: Introducing William Oliver and William Barnes (00:00:00) The Primary Research Industry (00:05:54) The Beauty of Learning in Public (00:14:30) Why Aren’t Investor Relations Enough? (00:24:34) What is High-Quality Conversation? (00:34:47) Top Management vs. Mid-Level Management (00:46:47) The Pitfalls of Conducting Primary Research (00:54:36) Who Should Be a Part of the In Practise Community? by The Education of a Value Investor

70 min listen

Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research: In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire. Full transcript available here: https://aqfd.docsend.com/view/agr4ggjf2rsuijbu Contents: Transitioning to Europe (00:01:29) Accessing Investment Research (00:06:12) Major Takeaways (00:16:30) Hamilton Helmer’s Seven Powers (00:24:29) The Past is Not Representative of the Future (00:32:11) Ad-Tech (00:47:19) Admirable CEOs (00:54:15) by The Education of a Value Investor

64 min listen

Vanessa Stelling and Georgina Godwin: The Journey of Raising an Autistic Son: Vanessa Stelling is the author of the book Julian and I: A Mother’s Journey Through Regressive Autism, a deeply personal narration of the fears, the struggles and the evolution that she went through by raising her autistic son. She talks to Georgina Godwin about the book, about her journey with Julian and about where they are in their lives today. Full transcript available here: https://aqfd.docsend.com/view/shb62r2mt3m5yfmn Contents: A Pregnancy in the Aftermath of 9/11 (00:00) From New York to Switzerland: A Journey in Search of Answers (08:21) Day-To-Day Challenges of Autism (11:58) Seeing Life Through Julian’s Eyes (14:47) The Art of Communicating Without Language (20:32) Embracing Diversity (27:08) by The Education of a Value Investor

30 min listen

Jackie Shoback on Financial Services and the Future of Digital Identity: Jackie Shoback is a Harvard graduate who has spent the last 25 years of her career as general manager and C-suite executive, with a lot of experience in launching, scaling and growing businesses from startup up through multiple billion dollars. She talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career and the future of digital identity. Full transcript available here: https://aqfd.docsend.com/view/cpvr23pqya95q9mz Contents: Staples: A Journey of Incredible Growth (00:00:00) The Changes in Financial Services (00:18:42) Boston: A Magnet for Talent and Financial Expertise (00:32:44) Integrating Work and Family (00:51:43) Timing is Everything (01:01:22) The Future of Digital Identity (01:09:46) The Power of Personal Connections (01:26:41) by The Education of a Value Investor

104 min listen

Arthur Fine and Georgina Godwin: Aloha Medical Mission and the Power of Volunteers: Arthur Fine is a lawyer and one of the directors of Aloha Medical Mission (“AMM”), a non-profit volunteer organization based in Honolulu, Hawaii, which provides free health care to underserved people in the Pacific, Asia and Hawaii and does surgical missions in the developing world (alohamedicalmission.org). His wife, Marjorie Fine, is a general surgeon and a volunteer at AMM. Mr. Fine talks to Georgina Godwin about his and Marjorie’s early life, their careers and their work at Aloha Medical Missions. Full transcript available here: https://aqfd.docsend.com/view/vju2ccuhsy7ztf9w Contents: Balancing Family and Career (00:00) Marjorie Fine, a Brilliant Mind (04:43) Aloha Medical Mission (09:25) About the Missions (16:57) The Incredible Power of Volunteers (25:09) How Can AMM Adapt to Covid-19? (33:02) by The Education of a Value Investor

36 min listen

Adam Mead on the Research Behind His Book, The Complete Financial History of Berkshire Hathaway: Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014. He recently published a book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece, which provides a comprehensive and detailed history of Berkshire Hathaway to date. Mr. Mead talks to Guy Spier about the extensive research for his book and shares some valuable lessons that he learned through the process. Full transcript available here: https://aqfd.docsend.com/view/n7zmwj8y4aj3ea3u Contents: Introduction (00:00) What Has Not Been Written About Berkshire Hathaway (03:41) Behind the Scenes of the Research Process (15:35) Insightful Lessons About Businesses (32:36) Cryptocurrencies: With Them or Against Them? (43:44) A Future in the Communi by The Education of a Value Investor

59 min listen

Ninad Shinde on lab-on-a-chip devices, evolution of private equity space and the cloud business by The Education of a Value Investor

100 min listen

Lory Spier on how to raise great children, the Dragon School and Growing up in Mexico: A few months ago, Lory Spier was invited to give the prize-giving-day speech to graduating students at the Dragon School in Oxford. In this interview, she talks to Georgina Godwin about growing up in Mexico, her working experiences and life in her twenties, as well as meeting Guy and eventually settling down in New York. At the end of the episode, Lory reads out the speech that she gave at the Dragon School, which allows the listeners to truly get a sense of what Lory’s core values are, and what she and Guy try to pass onto their children. Full transcript available here: https://aqfd.docsend.com/view/ir5vd3z47zzbbwxz Contents: Growing Up in Mexico (00:00) From Architecture to Radio and Television (07:24) The Love Story of Lory and Guy (11:11) Teachers’ and Schools’ Impact on Children (17:58) What is Special About the Dragon School (22:53) Lory’s Prize-Giving-Day Speech (27:45) by The Education of a Value Investor

32 min listen

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Lory Spier on how to raise great children, the Dragon School and Growing up in Mexico

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