Below is the letter that Guy Spier of Aquamarine Fund sent to his investors at exactly midnight on February 16th 2025 announcing the closing of his fund. First the email sent to investors regarding the news and the letter.
Editor's note: As part of the closing, Guy is being asked who should we invest with? He wrote a paper on this topic a decade ago. I just read the letter Guy Spier wrote about which investors he would invest with (the letter is referenced in his closing letter below) - I am un able to share that document publicly but I familiar with 90%+ of the names - many of the names I disagree with, while many I would consider. I...
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