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Guy Spier, Mohnish Pabrai, Better Forecasting & Value with Legends

Posted by Valor Intrínseco on December 7, 2019 at 4:25 PM

Guy Spier, Mohnish Pabrai, Better Forecasting & Value with Legends


Entrevista bem legal com Guy Spier; franco e com ideias interessantes  para compartilhar.

How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund's office in Zurich

What has a bar to do with finding investment ideas? Guy Spier on idea generation, process & research


Conversa anual do Mohnish Pabrai no Boston College.

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019


Artigo da K&W sobre previsões. 

Want Better Forecasting? Silence the Noise


Podcast muito interessante com o atual gestor da First Eagle, Matthew McLennan. 

Matthew McLennan - The Power of Selectivity and Patience


Abraços!

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