Guy Spier - Aquamarine Capital: A Focused Value Investing Portfolio

from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts

Guy Spier is known for his disciplined, long-term value investing approach inspired by Warren Buffett and Charlie Munger.In this episode, we break down Aquamarine Capital’s portfolio, discussing key positions like BRK.A, BRK.B, American Express, Mastercard, Moody’s, Ferrari, and Daily Journal, and what they reveal about conviction-driven investing.A must-listen for investors interested in concentrated portfolios and timeless investing principles.

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This episode is 12 minutes long.

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This episode was published on January 22, 2026.

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