109 - From the Vault: Guy Spier on Investing, Research, and Management
InvestED: The Rule #1 Investing Podcast
Phil Town & Danielle Town
4.6 • 1.6K Ratings
🗓️ 9 May 2017
⏱️ 37 minutes
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| 0:00.0 | Hi everybody and welcome to Invested. I'm Danielle Town. We're taking a short break on our |
| 0:06.2 | podcast for three weeks because we want to replay our talk with Value Investor Guy Spear |
| 0:11.8 | and because my dad and I are working on something very exciting |
| 0:14.8 | these few weeks for you guys. We can't announce it quite yet but it's going to be |
| 0:18.9 | really useful for all of you so I hope you'll forgive us for this little hiatus and I've got these cool |
| 0:25.0 | episodes to show you. I think listening to Guy again will actually be useful as we go through |
| 0:29.8 | the next few months of figuring them out what to do in this market. We've been getting so |
| 0:35.1 | many great questions from you guys at our email address, questions at invested |
| 0:40.1 | podcast.com and many of them have been about the market. And I feel you, like I get it and I know and we're going to go deeply into it. |
| 0:50.0 | I think that if you listen to our talk with Guy again, even if you heard it already, he made some really interesting points that are even more prescient in hindsight. |
| 0:59.5 | So I really good |
| 1:05.0 | good time for a break because as you probably know it's been a really busy time in the |
| 1:09.6 | investing world the Berkshire Hathaway annual meeting was held at the end of last week and there's tons of news about it. |
| 1:17.0 | There's been a good write-up on the Financial Times blog that I recommend. |
| 1:20.5 | You can read it without being a subscriber. |
| 1:23.0 | And there are a lot of other really good write-ups |
| 1:25.4 | in newspapers and online. |
| 1:27.8 | So check those out if you did not watch the live feed, |
| 1:30.6 | which was also online. |
| 1:32.4 | The big headline seemed to be that Warren Buffett |
| 1:34.3 | said he missed investing in Google and Amazon because he hasn't understood |
| 1:38.4 | text stocks historically, and avoiding tech stocks is something my dad has mentioned a number of times. |
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