My pricey buddy Man Spier did an nearly hour-long interview with CNBC’s Becky Fast. It’s an interview I want had by no means occurred, or, if it did, for a unique cause. Man has been recognized with glioblastoma (GBM), one of many deadliest cancers. In January, Man returned cash to his buyers, closed his fund, and wrote a must-read letter.
I first heard of Man at Charlie Munger’s Every day Journal assembly, when a buddy pointed to his silhouette and whispered his title with a deference that made me take word. Our friendship truly started a number of years later in Trani, Italy, the place my brother Alex met Man first, each of them skipping the Worth Investing Seminar to wander the streets. One of many first issues Man stated to me was that he envied the connection I had with Alex. Who begins a dialog like that? Man does. He operates on a unique wavelength.
On this piece I write about what I discovered watching Man in motion: his inaugural VALUEx convention in Zurich, our CFA European Tour by means of Frankfurt and London, Bizet’s Pearl Fishers on the Zurich Opera Home together with his spouse Lori, and the small moments that made me wish to be extra like him. I additionally share what Man’s letter did to my son Jonah, who interned at Aquamarine and stayed in Man’s residence, and what Man’s prognosis has clarified for me about kindness, borrowed time, and the obituaries we’re all already dwelling.
The complete piece, together with hyperlinks to Man’s letter and the Becky Fast interview, is at investor.fm.
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🔗 LINKS MENTIONED:
Man’s interview with Becky Fast
https://www.youtube.com/watch?v=TbQhb04P97o&t=1s
Man’s letter to his buyers
https://aqfd.docsend.com/view/nip42bjerdisg63z
The pianist Maria João Pires performing
https://www.youtube.com/watch?v=300t2DS3VdQ
Images
https://investor.fm/guy-and-i/#pictures
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WHO AM I: Vitaliy Katsenelson is the CEO of Funding Administration Associates (IMA) and an award-winning author. Forbes Journal known as him “The New Benjamin Graham.” His work has appeared within the Monetary Occasions, The Wall Road Journal, Barron’s, Fortune, Institutional Investor, and International Coverage. He’s the writer of three books, together with Soul within the Sport: The Artwork of a Significant Life. _________________________________________________________
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