#guyspier #valueinvesting #warrenbuffet
04:16 - dealing with negative book reviews
06:18 - Guy's transition from investment banker to value investor
13:35 - the importance of making mistakes early
14:43 - following the principles of Buffett's original partnership
17:45 - the benefits of acknowledging mistakes and coming clean
18:45 - having the courage to suck
25:43 - Tim Ferriss' fear setting exercise
29:01 - how Tobias Carlisle inspired us to start our podcast
33:34 - how Guy avoids focusing on career risk and tracking error
39:48 - defining value investing
45:09 - differentiating good growth companies from bad
48:36 - reflections on missing Apple
49:37 - discarding your best ideas
51:25 - ergodicity
57:32 - embracing FOMO
01:00:48 - a $650,000 lunch with Warren Buffett
01:05:06 - Guy's biggest lessons from Mohnish Pabrai
01:06:26 - avoiding putting people under obligation
01:12:02 - attending the Berkshire Hathaway annual meeting
01:14:03 - changes to Warren Buffett's approach over time
01:20:34 - why Buffett never bought JP Morgan
01:22:32 - the importance of big winners
01:28:53 - the one lesson Guy would teach the average investor
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