My pricey buddy Man Spier did an virtually 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 motive. Man has been identified with glioblastoma (GBM), one of many deadliest cancers. In January, Man returned cash to his traders, closed his fund, and wrote a must-read letter.
I first heard of Man at Charlie Munger’s Each day Journal assembly, when a buddy pointed to his silhouette and whispered his identify with a deference that made me take observe. Our friendship truly started just a few 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 mentioned 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 realized 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 along with his spouse Lori, and the small moments that made me need 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 house, and what Man’s prognosis has clarified for me about kindness, borrowed time, and the obituaries we’re all already residing.
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 traders
https://aqfd.docsend.com/view/nip42bjerdisg63z
The pianist Maria João Pires performing
https://www.youtube.com/watch?v=300t2DS3VdQ
Photographs
https://investor.fm/guy-and-i/#images
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WHO AM I: Vitaliy Katsenelson is the CEO of Funding Administration Associates (IMA) and an award-winning author. Forbes Journal referred to as him “The New Benjamin Graham.” His work has appeared within the Monetary Instances, The Wall Avenue Journal, Barron’s, Fortune, Institutional Investor, and International Coverage. He’s the creator of three books, together with Soul within the Recreation: The Artwork of a Significant Life. _________________________________________________________
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