Tag Archives: Guy Spier

Annual Report, Ben Graham, Business Articles, Entrepreneurs, Growth Investing, Investing, Phillip Fisher Books, Securities Porfolio, Value Investing

2025 Annual Report | Securities Portfolio

Today’s post will be a detailed Outline of my 2025 Securities Performance highlights, Professional Investment Lesson’s, Learned Investment Philosophy’s put into practice and even people to watch within investing while sharing more about my personal mission as a Entrepreneur. My Investment Philosophy adopts best practices by many professionals out there in the community. Professionals like Orlando Bravo, Peter Theil’s Entrepreneur Philosophy of Zero to One and of course lots and lot’s of content by fellow Value Investors who have adopt Ben Grahams and Phillip Fisher’s Investment Philosophy even including Venture Capital Investment Lessons that do work. This will be fun. But will show “GOOD, Bad, and UGLY. Let’s get started.

Below you can see my Investment Performance for the year of 2025 developed a wide margin when compared to the S&P’s performance. My securities portfolio again proved that I am someone to watch.

2025 My securities Portfolio Soared to new heights. All Because of my faith, and from the trained fundamentals and Investment Philosophy that was taught to me by Seth Klarman, Bill Ackman, Li Liu, Mohnish Pabrai, David Park, Guy Spier, Warren Buffett, Charlie Munger, Phil Fischer, and Ben Graham and even the always quick to put me on a Path of Zero to One Mr. Peter Theil.

My Concentrated Investments focus on the TMT Space.

What is the Definition of TMT according to Boston Consulting Group;

Technology, Media, and Telecommunications (TMT) companies deliver the products, infrastructure, and content that boost resilience and sustainability across industries, and across society. But they also face challenges that require them to think boldly, respond quickly, and continuously improve.

Discipline of Doing Nothing When Markets Dip

In the beginning of 2025 my personal situation was deteriorating fast and was not good, I was being harassed, Stalked, investigated, hurt, drugged and electronically monitored and more all year. And strangely I have even had people following me around all year. It was really a crazy situation and felt like it was heading toward total WAR with whoever was stalking me. I was angry a lot. I was literally hiding in my Car as I traveled around trying to learn to program as a entrepreneur. I also have been studying German this entire year. So I am progressing and learning new skills. Figuring it out.

A guy with a New York Yankees Hat kept appearing. I was leaning on the skills taught to me by my Brothers who are Elite Military Special Operators to survive. While at the same time I was being stalked by a group of People who were not letting me know their intentions, and unidentified people in our Government. It was really Bad. I had several Government Agencies using the same Specialized Software to stalk me. And then their Corporate Counterparts doing the same. None of it was really clear. But it was clear I was under siege.

I was noticing they were jamming my phone and limiting what I could do to make income, and move around as a person. Cars were crashing near me. And just crazy following me around. My life was being controlled electronically. It was wrong. My health has been severely affected by the abuse and more I have gone through this year. And of course my Civil Rights were routinely violated. It was shocking and crazy. Moving on..!

Arizona to Los Angeles To San Francisco To Las Vegas

Here is what I did, I was in Los Angeles by January 2025 and worked my way to Oxnard California and I could tell Mr. Bravo was watching by now. He likely wanted to see what I was about as a Entrepreneur. I just Hunkered Down and kept trying. Strange people were controlling things I could do. I could tell someone was trying to make me broke and desperate. Using Government Computers and more.

But with all this crazy happening? I had the foresight and discipline to look at my Securities Account and “DO NOTHING, ALL YEAR”! And the account began to SOAR IN VALUE. Compounding nicely. I did not short any public company all year. That is a myth.

Concentrated Securities in my Portfolio

It’s no secret I like to keep my Fund’s Portfolio Highly Concentrated, so much so that I literally only have 4 Equity Positions. My Portfolio literally has been closed for about a year and half as I continued to learn to manage the unwanted contact happening to me and the fact I have criminals or strange eyes loitering around. So I Kept my portfolio closed and allowed it to compound nicely.

Securities I own?

-Tech Stock INTL., Insight Enterprises Stock, Berkshire Hathaway Stock, Pershing Square Stock

These are the Securities Offerings I keep within my Stock Portfolio. I have one complaint, Insight Enterprises. But I will never sell it.

Moving on, My first Stock is my highly concentrated position inside my portfolio. It has soared in value since I have owned the Company. I am very happy with the guys at this Undocumented Tech Company. Im also happy with my Berkshire Hathaway and Pershing Square Company Positions. Berkshire has not performed as well as I thought, but with long term horizons I can see it’s value will see new heights. Pershing Square? I just keep buying it. Value Investors do support other Value Investors. And I am proud to say, I am in the Value Investors Club as member. Thank you guys.

Investment Philosophy Drives Professional Investment Behavior.

The topic of Investment Philosophy is a very broad engaging topic that is high controversial at times, and I see value across the spectrum of Entrepreneurs and especially from my group of Value Investors. However let me share some brief details of what Value Investors are and Growth Investors.

Value Investing Definition according to Google:

Value investing is a strategy where investors aim to purchase stocks at prices below their so-called ˈintrinsic valueˈ, expecting the market to eventually recognize the stock’s true worth.

For More In-depth Value Investing Principles and Philosophy in Action? Please Visit These Fellow investment professionals. Guy Spier’s Blog. And Howard Marks Memo’s.

Growth Investing Definition:

Philip Fisher pioneered growth investing and wrote Common Stocks and Uncommon Profits. He introduced the buy-and-hold method, focusing on a stock’s potential growth over the long term. Fisher’s “15 Points” guide investors to assess companies’ leadership and innovation.

Please feel free to read these fantastic books By Phil Fisher.

What has Warren Buffett shared about Phil Fisher’s books?

Now that we have some basic investing Philosophy out of the way, we can foucus on long term Securities Investing and Valuation. What is securities Valuation? Li Liu has excellent content on Value Investing and Valuation. Li Liu’s video below is worth the watch.

More Content for Concentrated Portfolios and his thoughts on Diversification by Legendary Macro Investor Stan Druckenmiller.

Investment Management Styles Do Differ

There are so many great Investors I would love to include in my Annual Report. Those I have learned from. But I am unable to list them all. However in the VC Investment Space I do pay attention to Legendary Actor Edward Norton who helped fund ZECK, and fellow Brazilian Jiu Jitsu Investor and Grappler who is a Black Belt Professor the always fun Actor Ashton Kutcher of Sound Ventures. If your paying attention to the VC World? You will want to look to them for Investment Philosophy as well. Because they have made some small Investments perform incredibly well in the Venture Capital Space. And that’s very impressive to watch. And deserves a mention in my annual report.

My year as a Entrepreneur has been extremely difficult and led to events that were honestly intentional by outside people who did not have my best interests at heart. But Im still going. Still here. Working my way as a Entrepreneur. Believe it or not? My Investment Skills give me more of a education and edge in life than those who have not put in the work to learn the Investment Philosophies and other books I have read that give us contrarian value.

Technology Software Investing Activity

Many people who do not know me well. Do wrongly assume I am this Billionaire Stock Broker who is some High Flying Executive who was involved with Politics and a Insider witin the Trump Administration. But the truth is very different. I am a Tech Entrepreneur, writer who does have a Bankers Education and does have my License Qualifications to manage large pools of capitol. Who is also learning to program slowly and building my own company from the ground up. If I must choose one person who gets me, and does understand my Entrepreneur mission it would be Mr. Don Orlando Bravo of Thoma Bravo. He is an Attorney who is also a Banker who helped build a Private Equity Firm in Software. His company and investments are very close to what I am building as well.

Thoma Bravo, the world’s largest software-focused investment firm, manages over $181 billion in assets for over 75 global software companies.

In all fairness it takes a very long term Horizon to achieve what Thoma Bravo has achieved. And the best lesson from fellow Value Investors Mr. Bravo and Mr. Thoma I can share that resonates? “Is keep figuring it out and keep learning new skills. It may take a few decades. But you must commit to pay that price.”

Thank You Mr. Bravo. Im working very hard to make you proud Sir.

2025 Investment Performance

All my Value Investing Family and Friends, to the Family Offices, and even Investment Professionals who have visited my website want to know what my performance was? It’s simple I took a screen shot of my Etrade Account Portfolio at the end of the year. I dominated once again this year by wide margins vs. the S&P. My yearly return was an astounding 73.6 percent for 2025. Im not bragging. However I did have the discipline to do absolutely nothing in my account all year. And that is where I shine as a Professional Investor. With all the chaos and dirt things that were done to me this year? My investment portfolio remained untouched and compounded beautifully this year.

Yours can do the same if you adhere to some time honored Investment Philosophy priciples and philossophy I detailed above in the books and content I shared. But? You must put in the work! It takes lots of time and reading and continued learning to join the ranks within Professional Investing. And you must absolutely have discipline when everything is falling and crashing around you. Maintain your discipline to never touch your securities and never DAY TRADE! And if you have chosen wisely? And if the long term horizon of the Market agrees? You too will results that exceed your expectations.

Conclusion

Politically? I am a Independent. I see value on both sides. And as writer? I maintain my independence from undue influence within politics. There is no good that can come from Political Fights. It is in my opinion? That I should just keep doing my own thing as a Entrepreneur. As such..? I would like to include a Foundation in my annual report that deserves a mention. The George Clooney Foundation for Justice.

In the George Clooney Foundation for justice mission statement it reads; “We wage justice by providing free legal aid in defense of free speech and women’s rights in more than 40 countries. We monitor and report on unfair trials, challenge unjust laws in the courts, establish legal aid clinics for the most vulnerable and support the next generation of gender justice champions.” This absolutely deserves a mention in my annual report. It’s important work. And I support it.

Thats all for this year. Thank you for reading my annual report for my securities portfolio. And as I leave? Let me leave your with this personal thought that I love by the great Actor George Clooney.

George Clooney played Edward R. Murrow and would sign off the air every night in a very classy fashion I do like to use commonly as person and writer. So..? I wish you well. And?

Good Night. And Good Luck!

Jameson Sharp

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Asset Management, Business Articles, Investing, Investment Management, Learn About Investing, Money Manager, Value Investing

7 Lesson’s You Can Use From Investor Guy Spier

What comes to our minds when I mention the name Guy Spier?

Guy Spier is a Value Investor, Fund Manager, Investment Banker, Harvard Graduate, Talented Skier, Father, Husband and also Mr. Spier is a Community leader of VALUE X.

Here are Seven lessons I have learned from Guy Spier that I would like to pass on to you. It doesn’t matter if your a Professional Investment Fund manager or Company Executive. You will find calmness and wisdom from Guy’s wisdom.

Investing Without Emotions

Guy teach’s his followers like myself that we should always invest without emotions. First we must break down what this means. 1. Breaking down what are our personal Behavior Biases truly are? 2. Be aware of common behavioral biases we may resort to without thought. 3. Defining your goals and time horizon can help you avoid emotional biases. 4. Bucketing or Achieving Milestone’s helps your clearly see your progression. Discipline can help you keep to a plan of action.

You may feel that watching CNBC or Bloomberg as a Retail Investor is good to gather the latest information on the market. It will feel like this gives you an investing edge in the market. However your are dead wrong! It’s simply a media outlet meant to deliver news and entertainment in the business world. That’s all. It’s smart not to allow this Television content to cloud your judgment and emotions while Investing. We as Value investor’s have a checklist, and a sophisticated skill set that includes Due Diligence and valuation processes before Investing in a Opportunity. We use these skills and our personal research before deciding if this would a good investment opportunity. Having the discipline to say no to things or investments does have tremendous value. Survival is everything. Protecting Capital is your duty. These are all ways to help you as a individual keep thing in focus and Invest without Emotions.

Resist Rebalancing

Many Retail Investors are being taught by the Traders on Youtube and it’s also standard practice for many Financial Advisors to Rebalance your Portfolio of securities when it looks like the market is overvalued. This looks like this. Your standard Retail investor has twenty securities positions. And if you place Five Percent of your Capital in to twenty positions this equals a hundred percent of your capital. However if history is a teacher? And if you were to just allow your portfolio grow organically? You may have a few positions see substantial growth and you will see a mixed bag of performance of mediocrity. And then you will see a few positions perform poorly earning you no returns or possibly loosing money. However with Guy’s approach of just allowing your portfolio to grow organically without rebalancing? You will see your small set of high performers account for most of your growth in your portfolio. While at the same time limiting the loss’s of the poor performers. In other words? Investing is very forgiving if you adhere to using long term time horizons as a strategy for your portfolio.

Learning From Your Mistakes Early in Your Career

This is truly a important lesson that Mr. Spier has shared publicly that I feel has a ton of merit for other Investors and Entrepreneurs like myself. Bottom line up front? You will make mistakes. You will make many mistakes. You will embarrass yourself. Making Mistakes and learning from them is just apart of the Human Experience. And if your a Entrepreneur? You will likely find that your failing your way forward. Now let’s learn about a big Mistake most Investors encounter when they begin investing as Retail Investors. You just don’t know what you don’t know. There are three different types of Entrepreneurs. Small Business Boutique Entrepreneurs, Enterprise Operator Entrepreneurs, and the Decentralized Investment Entrepreneurs. All has their own unique world. However they all encounter one mistake after another. It’s truly important to share your mistakes so that others may learn from your mistakes in business. Let’s be honest! Sometimes they make for great stories when your successful in the end. LOL

Defining Your Circle of Competence

Defining your circle of Competence means “What are you trained to do and what are you professionally knowledgeable about?” This important question can give you direction and confidence when evaluating Investment Opportunities. And if we are being honest if you can fix your Car’s Engine when it fails on you. I wouldn’t expect to see Guy Spier turning wrench’s in his Driveway in Switzerland when his car suddenly has a failure. No He would dispatch a Automotive technician or just buy a new car. Why spend the time on something of this caliber when you have options. Expert Networks operate in the same manner. There are Business professionals who do not have backgrounds in all things related to technology, manufacturing and and so many more topics of interest.

GLG Insights is a company any Investor or Business Professional can access and speak to Experts in their respective fields about a topic and answer difficult questions you may have about their respective professions and expertise. If you don’t have a Background in Softdrink manufacturing it’s likely you would seek out Softdrink Manufacturing experts. This is what we mean by saying, “Define your circle of competence.” You know what you know. And leave the hard questions to the experts of their fields.

Risk and Downside

Investing is a activity that involves Risk. Risk is the thing that acts as barrier or is the Downside of Investments. Some investments are relatively safe like Investing in US Treasuries. Then their are Investments like for example investing in to High Risk opportunities that may not return your capital and may not give you a return like New Startups and Junk Bonds. It all comes down to What is your Risk threshold. The lesson we can take from Guy’s lesson’s on Risk directly is communicated by his friend Warren Buffett. Warren spends a lot of time thinking about the Downside of an Investment. If you are comfortable investing your money into a company with a proven track record? Then it’s highly likely the downside of risk will be lower than investing into a unproven company that has not been in business for long. Your appetite for Risk is a personal comfort level. And I must mention that your comfort with risk directly correlates with what your circle of competence is!

Interestingly Mr. Guy Spier’s father was a Sapper in the Israeli Army. And the reverence and love that he speaks about his Father and how his Father is able to calm the environment with his presence and ability to listen while bringing calmness to the situation. Sounds to me like the Man you want next to you in a Fox Hole while your being bombarded with Bombs and all out War. This touches on the Topic of Risk and Downside because you want to be able to keep your cool during stressful situations. Id love to learn more about Mr. Spier’s Father. He sounds like a real Bad Ass. I can respect that.

Did you catch my latest Article on Bill Ackman’s Investing Principles Here.

Courageous Integrity

While watching or rather Listening to Guy Spier and his fellow writer Mr. William Green it was very refreshing to hear these two community leaders speak about having the Courage to share your thoughts and feelings in real time. While filming a episode of the Podcast Surviving and Thriving recently. They were sharing a point in time when they were collaborating and writing Guy’s first Hit Book “The Education of a Value Investor”. I found it utterly Courageous that Mr. William Green had the fortitude to hone in and selectively ask hard questions and seek difficult answers to personal situations that occurred to Mr. Spier during the very stressful weekend of the Great Financial Crisis of 2008. The Video is below. Furthermore during the weekend of the Great Financial Crisis Guy’s Aquamarine Fund was hanging in the balance and held hostage during the Bankruptcy of Bear Stearns. However Jamie Dimon and JP Morgan came to his Funds rescue by making a Bid and buying Bear Stearns. It’s truly a fascinating look at how two very good friends of 30 years can open eachother up and allow mutual trust. A lesson definitely worth the watch.

Keep a Professional Journal | Annual Reports

William Green and Mr. Guy Spier touch on the very important topic of keeping and committing to writing a Professional Personal Journal or even servicing your Funds Annual Reports. Some in our space of Investing, do diligently keep Annual Reports detailing their Thoughts, Decisions, and the reasoning behind the exposures in the Market within their Portfolio’s. How many times have we as individuals forgotten why we did this or that or forgotten our split of the moment thoughts and reasoning while explaining our actions to others who were not present? Keeping track of professional actions is vital to our success as Professionals. So understandably It makes since to keep a journal. However it’s also important to keep a Personal Journal to allow the reader or you back into your Decision making process. We are all humans. We are all imperfect. So keeping a Personal and Professional Journal can make a ton of sense for Professionals like myself and Guy who do openly and admittedly have ADHD.

Mr. William Green’s advocacy of writing throughout your career stems from his professional life as a Author and writer. He is always selflessly adding value in the Investment Space. Mr. Green is a professional writer within the Value Investor community. And his speech’s and guidance and journal suggestions are always pure gold. I genuinely appreciate Mr. Green sharing thoughts publicly as it has helped me in my writing.

Annual Reports

Why keep a Journal for a Annual Report? As Professional Investment Advisors and Investment Fund Managers or Partnerships it’s not only smart to keep a Annual Report, but also it’s required by Securities Regulators. When Investors read your Annual Reports it’s wise to let them in to see how your decisions and actions led to you choosing to build a Professional Portfolio.

After all the Investment Returns or Failures need to be accounted for. An annual report is a document that public corporations must provide annually to shareholders that describes their operations and financial conditions. At the end of the year when Annual Reports are drafted and published this keeps all involved in the Profession Accountable and demonstrates Public Transparency. I hope you found something in this post useful and insightful from Mr. Spier’s content.

Godspeed
JS

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