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Guy Spier

Aquamarine Capital Holdings Strategy: Value Investor

Guy Spier is a Zurich-based investor who has made his name in the world of finance. He was featured on an international level when he met Warren Buffett back in 2008 for a charity lunch. He founded the Aquamarine Fund. He is the author of the book "The Education of a Value Investor". Guy Spier, a noted value investor, prominently features Berkshire Hathaway Inc. - Class B shares as a cornerstone of his investment portfolio, valuing its diversified holdings managed by Warren Buffett. American Express Co., another Spier preference, stands out for its robust payment network and established brand in financial services. Ferrari N.V. adds luxury automotive flair to his stock collection, renowned for exclusivity and strong brand loyalty. Mastercard Incorporated - Class A is included for its global reach within the digital payments arena, benefiting from cashless transaction trends. Lastly, Bank Of America Corp. rounds out the top five with its significant banking operations and solid position within the U.S. financial sector. These investments reflect Guy Spier's strategic emphasis on durable businesses with competitive moats, echoing a long-term value investing ethos.

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Guy Spier Portfolio 2023

Performance

1 Year

-16.44%

3 Years

-15.64%

5 Years

+14.13%

10 years

+31.38%

Sectors

Largest Holdings

Trades

Last trade: Q4 2016 New holding
  • American Express Co. American Express Co. (AXP)
  • Sector: Other Activities Related to Credit Intermediation
  • % of Portfolio: 18.2%
  • (Buy) $69.23 ― +226.3% →$225.92 (Now)
Last trade: Q1 2020 Sold 5.6% shares
  • Ferrari N.V. Ferrari N.V. (RACE)
  • Sector: Automobile Manufacturing
  • % of Portfolio: 13.0%
  • (Buy) $39.13 ― +980.4% →$422.78 (Now)
Last trade: Q2 2020 Sold 60.0% shares
Last trade: Q4 2014 New holding
  • Bank Of America Corp. Bank Of America Corp. (BAC)
  • Sector: Commercial Banking
  • % of Portfolio: 10.8%
  • (Buy) $21.34 ― +71.7% →$36.65 (Now)
Last trade: Q1 2019 Increased shares by 30.1%
Last trade: Q4 2016 New holding
  • Micron Technology Inc. Micron Technology Inc. (MU)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 6.9%
  • (Buy) $51.25 ― +76.4% →$90.42 (Now)
Last trade: Q4 2020 Increased shares by 66.7%
  • Moody`s Corp. Moody`s Corp. (MCO)
  • Sector: Credit Bureaus
  • % of Portfolio: 4.6%
  • (Buy) $102.03 ― +331.4% →$440.17 (Now)
Last trade: Q2 2020 Increased shares by 8.0%
  • Daily Journal Corporation Daily Journal Corporation (DJCO)
  • Sector: Newspaper Publishers
  • % of Portfolio: 1.8%
  • (Buy) $321.10 ― +25.5% →$403.00 (Now)
Last trade: Q2 2021 New holding
Last trade: Q2 2021 New holding
Last trade: Q2 2020 New holding
Last trade: Q2 2020 Increased shares by 25.0%
  • Enlink Midstream LLC - Unit Enlink Midstream LLC - Unit (ENLC)
  • Sector: Pipeline Transportation of Natural Gas
  • % of Portfolio: Sold
  • (Buy) $10.50 ― +19.8% →$12.57 (Now)
Last trade: Q4 2017 Sold -719 shares
  • Goldman Sachs Group, Inc. Goldman Sachs Group, Inc. (GS)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: Sold
  • (Buy) $187.93 ― +144.3% →$459.02 (Now)
Last trade: Q1 2015 Sold -30.5 Thousand shares
  • Citigroup Inc Citigroup Inc (C)
  • Sector: Commercial Banking
  • % of Portfolio: Sold
  • (Buy) $53.11 ― +5.8% →$56.21 (Now)
Last trade: Q3 2018 Sold -106 Thousand shares
  • POSCO Holdings Inc - ADR POSCO Holdings Inc - ADR (PKX)
  • Sector: Iron and Steel Mills and Ferroalloy Manufacturing
  • % of Portfolio: Sold
  • (Buy) $69.07 ― -15.1% →$58.66 (Now)
Last trade: Q3 2018 Sold -1.28 Thousand shares
  • Wells Fargo & Co. Wells Fargo & Co. (WFC)
  • Sector: Commercial Banking
  • % of Portfolio: Sold
  • (Buy) $52.53 ― -0.8% →$52.12 (Now)
Last trade: Q2 2021 Sold -152 Thousand shares
  • Stellantis N.V Stellantis N.V (FCAU)
  • Sector: Automobile Manufacturing
  • % of Portfolio: Sold
  • (Buy) $11.32 ― +50.6% →$17.05 (Now)
Last trade: Q4 2020 Sold -760 Thousand shares
  • Twitter Inc Twitter Inc (TWTR)
  • Sector: Software Publishers
  • % of Portfolio: Sold
  • (Buy) $30.15 ― +78.1% →$53.70 (Now)
Last trade: Q2 2022 Sold -30 Thousand shares
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

Can't find any put or calls that Guy Spier has in Aquamarine Capital

Metrics

Performance

1 Year

-16.44%

3 Years

-15.64%

5 Years

+14.13%

10 years

+31.38%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $426 Billion
  • Dividend Yield 0.73 %
  • Beta 1.0129
  • P/E Ratio 24.34
  • Negative P/E Ratio -55.75
  • Profit Margin NaN%
  • PEG 147.51
  • Price to Sales Ratio 5.99
  • Price to Book Ratio 12.78
  • Enterprise Value to EBIT: 23.07
  • Enterprise Value to Revenue 7.59
  • Total Debt to Enterprise Value 0.28
  • Debt to Equity NaN
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity NaN%
  • Return on Assets NaN%
  • Return on Invested Capital NaN%

About Guy Spier

Guy Spier is a Zurich-based investor who has made his name in the world of finance. He was featured on an international level when he met Warren Buffett back in 2008 for a charity lunch. He founded the Aquamarine Fund. He is the author of the book "The Education of a Value Investor". Guy Spier, a noted value investor, prominently features Berkshire Hathaway Inc. - Class B shares as a cornerstone of his investment portfolio, valuing its diversified holdings managed by Warren Buffett. American Express Co., another Spier preference, stands out for its robust payment network and established brand in financial services. Ferrari N.V. adds luxury automotive flair to his stock collection, renowned for exclusivity and strong brand loyalty. Mastercard Incorporated - Class A is included for its global reach within the digital payments arena, benefiting from cashless transaction trends. Lastly, Bank Of America Corp. rounds out the top five with its significant banking operations and solid position within the U.S. financial sector. These investments reflect Guy Spier's strategic emphasis on durable businesses with competitive moats, echoing a long-term value investing ethos.

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