Li Lu, Ray Dalio, Jorje Lemann, William Robertson, Tim Ferris , Atul Gawande, Gregg Robins, Nithin Noria, David Miliband

Revue
 
 
May 1 - Issue #10

Guy Spier

Father, Husband, Value Investor and Author

Cannibals Update
Joanna Jin, a Yale Undergrad recently interned with me. She wrote up a white paper on Willis Lease Finance. Please feel free to share your reactions, insights and comments, either with me or with Joanna and  we will incorporate and re-share.
TED 2017
I recently attended the TED Conference and I now have a “Tedache”. 
TED 2017: My 5 Big Takeaways
Other Speakers.
These were not the only ideas worth sharing: A number of other speakers had a huge impact on me, including: 
Ray Dalio
Laura Galante of FireEye: Russia and the 2016 Election
Dollar Street
In Case You Missed It: The themes that echoed through TED2017
Books
Homo Deus: A Brief History of Tomorrow
The 3G Way: Dream, People Culture
Nitin Nohria Interviews Jorge Paulo Lemann and Warren Buffett
Recognizing that I may be wrong
My friend and fellow VALUEx'er, Will Robertson sent me this wonderful piece on the importance of doubt in investing. Let me know if you would like an introduction. 
Live Messy Lives
Zero Management Fees
Do you know someone who does not charge a management fee? We want to compile a solid list so that my CFO, Mark Chapman can write a kick-ass article or white paper on the topic. If you do, you here to fill out the form here: https://aqfd.wufoo.com/forms/q9yuz3z0lbghpz/
Politics
Theresa May’s Snap Election is an opportunity for the EU
My Most Unpopular Idea: Be Nice to Trump Voters
Lastly.
My wife complains that I dress the same. I like it. So does Mark Zuckerberg and so did Steve Jobs: Now I have backup
Well-Made Coffee Migrates to Midtown Manhattan
Varlen Pen
Varlen Pen: Korean Museum of Contemporary Art
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Guy Spier, 18 Rämistrasse, Zürich 8001