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#679September 4, 20241:20:49

The Guy Who Studied Buffett for 25 Years

About This Episode

Value investor Guy Spier joins Shaan Puri to discuss the psychological and tactical habits he learned from 25 years of studying Warren Buffett and Bill Ackman. The episode explores the power of modeling mentors, the transformative habit of writing handwritten gratitude notes, and the importance of playing the 'infinite game' of compounding rather than chasing short-term wins.

Episode Description

Episode 626: Shaan Puri ( https://x.com/ShaanVP ) talks to Guy Spier ( https://x.com/GSpier ) about everything he’s learned from studying the greatest value investors of all time.

Show Notes

  • 0:00The Posse
  • 5:41Farmer Mac
  • 17:30Lessons from going to 9 Tony Robbins seminars
  • 28:57Handwritten notes from Warren Buffett
  • 42:00Don’t study lottery winners
  • 59:22Berkshire vs Index
  • 1:05:13Finite vs infinite games
  • 1:13:26Be a promiscuous reader

Key Takeaways

1

Adopt the 'Three Daily Notes' habit: Write three handwritten thank-you notes every day to foster professional reciprocity and rewire your brain to look for things to be grateful for.

2

Practice 'Cloning' success: Don't just read advice; study the primary sources your mentors study—like original annual reports—and ask yourself exactly what they would do if they were in your shoes.

3

Prioritize survival in the 'Infinite Game': Success in investing is less about hitting the 'kingpin' and more about keeping your ball out of the gutter to ensure you remain one of the 2% of players who don't implode over a 25-year period.

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Quick Stats

Duration1:20:49
Guests1
Ideas Discussed0
Topics5