Where Data Tells the Story
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This chart distills the essence of Guy Spier 13f — a compass for thoughtful investing. It reveals Guy Spier’s enduring commitment to quality and simplicity. With over 64% allocated to Berkshire Hathaway (split across BRK.A, BRK.B, and BRK.), and significant stakes in American Express, Mastercard, and Moody’s, Spier’s portfolio reflects a deep-rooted belief in wide-moat businesses and long-term compounding.
🧠 Takeaway:
Spier’s strategy is not about chasing trends — it’s about owning timeless franchises with durable economics.
📊 Analysis:
🔍 Who is Guy Spier?
Guy Spier is the managing partner of Aquamarine Capital and author of The Education of a Value Investor. Inspired by Warren Buffett and Mohnish Pabrai, Spier blends rational analysis with emotional discipline, often emphasizing the importance of environment, temperament, and long-term thinking.