I am happy to announce that I will be interviewing Guy Spier. For anyone unfamiliar with Guy here is a brief bio:
Guy Spier is 43 years old and for the last 12 years has been the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships. $100,000 invested when the fund started in 1997 would be worth ~$300,000, while the same money investing in the S&P500 would be worth ~$125,000.
Guy is an interesting, and very intelligent guy. If you would like to submit questions Guy either email me at jacobwolinsky(at)gmail.com, or leave the question in the comments box.
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More
Please submit any questions you have soon, as I will be submitting the questions to him sometime this week.
As a side note I posted my scribd account last week, I used the wrong landing page. The correct link to my scribd account is as follows-http://www.scribd.com/yswo, and again if you want to check out my FB Value Walk group is-http://www.facebook.com/group.php?gid=138804552811630&v=wall