Considered one of the greatest investors of our times, Zurich-based fund manager Guy Spier is an example of the type of manager we would like to see more of in the asset management industry.  While most known for bidding $650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett, Guy's investment performance, attitude, and wisdom has placed him among the greats.  … [Read more...]

David Einhorn is the founder of Greenlight Capital, a long-short value-oriented fund.  He has had an excellent record of generating 16.5% annual return from 1996-2016, yet from his public appearances appears very down to earth.  His fight against Applied Capital is documented in his New York bestseller "Fooling some of the people, all of the time".  He also shorted Lehman … [Read more...]

Too lazy to read the Warren Buffett letters? Sponge Audio has provided the solution! You can now listen to all the letters via podcast (link to iTunes) or via Sponge's website (link). The truth is that this audio may not be the most attractive so perhaps you'd rather hear it from the horse's mouth?  Last year's annual meeting in Omaha was broadcasted live via Yahoo … [Read more...]

While Carl Icahn is probably known by the millennials as the guy who argued with Bill Ackman over Herbalife, or for his Apple position or for his investment in Lyft, he has a career that spans back for over 50 years.  An activist investor but also businessman and philanthropist.  I recently saw an interview he did at the DealBook Conference and if you don't have time for … [Read more...]

Warren Buffett is one of the richest men in the world and considered one of the greatest investors of all time.  A student of Benjamin Graham, he has evolved his approach over time and has maintained a track record that is the envy of almost all portfolio managers. … [Read more...]