The Business Brew
The Business Brew is a podcast that explores the thought processes and analysis of investors and business professionals. Host Bill Brewster conducts long-form, in-depth discussions on finance, capital allocation, and the psychology of investing and business. The show features interviews with portfolio managers, analysts, and business operators. It is intended for informational and educational purposes only and does not constitute investment advice.
Episodes
Evan Vanderveer - Customers are the North Star
Evan Vanderveer of Vanshap Capital joins The Brew to discuss investing in businesses built around a deep commitment to their customers. His approach combines on-the-ground research, a focus on founder-led cultures, and the willingness to hold a concentrated portfolio through uncertainty. We explore how that philosophy translates into investment decisions—and how to distinguish an exceptional busin
Michael Kelley - Building Business and Life
Michael Kelley is a entrepreneur and community leader. You can find him running his Chick Fil A locations, at the school he started, coaching football and basketball, and making an impact. This one isnt the typical stock conversation, but it was fun to record.Sponsorship InformationThank you to Trata for sponsoring the show.If you're listening to this podcast, you'll
Steve Hou - Data Over Narrative
Steve Hou, Head of Research at Silicon Data, stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everything from token costs to chip residual values.Much of the "debate" around financing capex is just narratives and talking past one another. Steve seeks to actually use facts to discuss what i
Another Cyclical Masterclass with Robotti & Company
Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company, is in the room with Bob to provide some additional analytical firepower. This conversation came about because Bill was researching the lumber supply chain, had a bit of recorder's block, and though "You know who I want to talk to? Bob Robotti." Bob said yes to the invite
Another FDA vs uniQure Episode
Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media attention Marty Makary is getting; in part because of uniQure. Describing his trip on his Substack: "I flew to Washington D.C. on Friday (and drove to Baltimore on Saturday) with a thesis. I left with something harder to quantify, not a different thesis ex
Revisiting Fairfax Financial
Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the program on 7/20/2023 when the stock was quite unloved. Bill asked them to return to the program after almost 3 years of ownership and fresh off the annual meeting. We hope the episode provides a good update to the first. Asheef Lalani as an independent director to
Evan Tindell
Evan Tindell, CIO at Bireme Capital, returns to The Brew for a laid back conversation. The impetus for the conversation is Evan's Q4 letter. A year ago Evan came on the show to educate people about some mistakes he made in 2024. In that show he made the case for foreign stocks. The portfolio he discussed at that time did quite well (our words; not his) in 2025. Find out what he's thin
Sonu Chawla - Managing Mid Cap Exposure - $TSCM
Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx, Carpenter Technologies, Cheniere, and JFrog. The conversation provides insights into how Sonu navigates market dislocations, valuation challenges, and sector opportunities.Sonu's bio: Sonu is a D
Notes From The Beauty Contest
@crashkolnikov on X, and author of Notes From The Beauty Contest Substack, joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered elsewhere. It got its start with a deep dive into Regeneron, which is a primary focal point of this discussion. We hope you enjoy. Sponsorship InformationThank you to Trata for sponsori
Current Events - uniQure and the FDA
uniQure is a business that develops gene therapies. uniQure's AMT-130 is currently in the headlines. This podcast episode attempts to present the Huntington's Disease community's arguments for why the FDA should work collaboratively to design a palatable drug trial. Last week the FDA told uniQure that AMT-130 would be subject to a double blind, Phase 3, randomized controlled study. Whi
Jacob Shapiro - A "Geopolitical Cousin" Joins the Show
Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is a global thought leader in the area of geopolitics and its impact on everything from global markets to supply chains. You can find his Substack at https://substack.com/@jashap, his personal podcast at here (Apple) or here (Spotify), or you can follow Geopolitical Cousins here (Ap
Investing Unscripted
Jeff and Jason, from the Investing Unscripted podcast, stop by the show for some general investment banter. Decent laughs, hopefully some smart thoughts, and a fun convo. Hope y'all enjoy!Sponsorship InformationThank you to Trata for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata
Adam Wilk
Adam Wilk, Founder and CIO of Greystone Capital Management discusses all things investing. Prior to launching Greystone, Adam worked in scouting and analytics roles with the San Antonio Spurs and Houston Rockets, followed by commercial credit underwriting at a major bank. Those roles emphasized disciplined decision-making under uncertainty and long time horizons, which are central to how Greystone
Paying It Forward
Some Sunday thoughts and an offer from Bill.Sponsorship InformationThank you to Trata for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata rai
Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now
Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses copper as a theme. Bill likes Will. You should listen to Will. Will is a solid dude. Sponsorship InformationThank you to Trata for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversation
Quick Update
Just some brief thoughts to communicate what's going on. While you are waiting for a new episode try Trata! trytrata.com/brewAnd remember to use Fiscal.ai for all your data needs. Fiscal.ai/brew
Abdul Al Assad - Leverage For The People
Abdul Al Assad, founder of Basic Capital, joins the show to discuss why people deserve more leverage in their retirement portfolios. A smart man once said that "men go broke over ladies, liquor, and leverage." Abdul articulates a different version of leverage; specifically medium duration (10 year) non callable, non recourse leverage. In the episode Abdul acknowledges the potential for
Jim Hayes - Emerging Opportunities
In this conversation, Jim Hayes, founder of Lucerna GlobalCapital, shares why he thinks there is an opportunity in emerging markets. Prior to founding Lucerna, Jim spent 13 years at Fidelity. Jim's last role at Fidelity was covering a number of sectors in the $35Bn Fidelity Series Emerging Market Fund. This discussion highlights the potential opportunities in Latin America and Southeast Asia
Just Some Bill
Bill pops in for a short rant and an update on some of his thoughts. As always, thank you for listening. Have a wonderful Thanksgiving!Tell the people you love that you love them. "People never get the roses while they can still smell them." - West, KanyeSponsorship InformationThank you to Fiscal.ai for sponsoring the show. DISCOUNT INFO: If you use the affiliate link fisca
Mark Cooper - Hunting Internationally for Value
Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets. Mark has 20 years of experience in equity investing and almost 9 years in commodity trading, working at top-tier hedge funds and mutual funds with some legendary value investors.Mark’s experience prior to founding MAC Alpha Capital Management:Co-Po
Matthew Quigley - Pricing Potential: How Lending and NIL Are Changing Sports
Matthew Quigley, Founder of Draft Line Capital, stops by the show to discuss lending to athletes. Matthew got involved in sports via FSU's booster program. He eventually joined FSU to work on recruiting and coaching students on how maximize NIL earnings.Matthew now runs Draft Line Capital. Draft Line lends to athletes to help them: with working capital, purchase loss of value insurance, and m
Peter Mantas Returns
Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew for an update. The previous episode discussed the potential of the life sciences industry. Since then uniQure released potentially groundbreaking results. Hence, Peter came back for an update. Shoutout to the ClearPoint group chat! For more information on how Peter invests, please see https://podcasts.apple.com/us
Maja Vujinovic - Crytpo Convo; Ethereum's Role In The Ecosystem
Maja Vujinovic stops by The Business Brew for a crypto discussion. Maja is CEO of FGNX, a D.A.T. The meat of this conversation is about Maja's experience in payments and how that led her to crypto. Maja then discusses Bitcoin and Ethereum's role in the modern financial system. Sponsorship InformationThank you to Fiscal.ai for sponsoring the show. DISCOUNT INFO: If you use the affiliate
Dan Rasmussen - Sacred Cow Slayer
This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate. In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the importance of patience in investing. Dan also touch
David Gardner - Mastering the Art of Long Term Investing
David Gardner returns to discuss his new book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. After decades of research, the book is a culmination of David's work in investing. This conversation should whet your appetite and help understand David's philosophy.TakeawaysInvesting requires a long-term mindset and patience.Market volatility is a na
Braden Dennis - Beyond Bloomberg: Competing in the AI Era of Finance
Braden Dennis stops by to discuss building Fiscal.ai. Long time show listeners may remember Stratosphere.io. That was "Era 1" of the company. Today, Braden is working on "Era 3" of the company; Fiscal.ai.Braden talks about building a product for himself, to acquiring customers, to early LLM adoption, and finally to competing with FactSet. Fiscal.ai recently raised $10mm in a Series A round led by
Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business
Spencer Cibelli, Investment Associate at Robotti & Company, stops by to discuss Haypp Group; the world’s largest online retailer of nicotine pouches and traditional snus products. The nicotine pouch category is, as Mugatu would say, "So hot right now." Spencer details Haypp's unique characteristics, benefit to customers, and value offered to suppliers. This business has an inter
Jeffrey Collins - Uncorrelated Private Assets
Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. The discussion covers various investment opportuni
Ryan Dobratz - Fannie, Freddie & The Future
Ryan Dobratz stops by to discuss various aspects of the real estate market, primarily focusing on Freddie Mac and Fannie Mae. The discussion touches on the political implications surrounding Freddie and Fannie, as well as trends in the residential housing market and manufactured housing policies. Weaved into the conversation is interest rates, CPI, and the impact of AI on industrial real estate.
Stuart Loren - Navigating the Age of Social Disruption
Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea). Stuart explores how economic, social, and political disaffection is reshaping investment opportunities and societal dynamics. He highlights the decline in geographic mobility, the housing crisis, and the rise of populis
James Davolos - Liquid Assets: Water’s Role in Oil’s Future
James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production. He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive landscapes, and the future outlook for investment
Diversifying Concentrated Positions While Deferring Taxes with Wes Gray
Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative.Find Wes at:Twitter: https://x.com/alphaarchitectRIA/blog/education: http://alphaarchitect.comETFs: http://funds.alp
Andrew Freedman - AI Insights, Integration, and Best Practices
Andrew Freedman, Communications Analyst at Hedgeye Risk Management, stops by to discuss his experience integrating AI in his life. Bill contacted Andrew after Andrew tweeted "So many (very smart) people still can’t grasp the implications of AI…" This episode is premised on that tweet. It's a good one!Follow Andrew on X at https://x.com/HedgeyeComm or connect with him on LinkedIn at h
John Huber - Mental Flexibility and Trying To Win The Game
The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!🧠 What You’ll Learn in This Episode 📌 Strategic insig
Andy Constan on Today's Macro Backdrop
Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was in
Bill Chen Returns v3vFINAL
Bill Chen returns for a third time. Bill focuses on "hard assets," with a specific focus on real estate. The conversation winds from some macro (from 15 minutes to 22ish minutes) to more REIT specific ideas (after 24 minutes). Please note, some of the tariff discussion is already out of date. Nevertheless, we hope you enjoy the conversation!Bill Chen's other episodes can be found at: https://www.y
China's Investment Potential: A Deep Dive with Jingshu Zhang
Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go!In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming a successful investor with a unique focus on C
Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025
Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital. You can find his first episode here: https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collide-e1nrbum (Spotify) or https://podcasts.apple.com
Unlocking Unconscious Performance in Sports
In this episode, the host welcomes back Devin Anderson, co-founder of an investment advisory firm and competitive shotgun shooter. They delve into the psychology and skills required for high performance in sports like shooting, golf, and tennis. Devin shares insights from his own experience and coaching on the importance of building skills consciously, then executing them unconsciously under press
Bespoke Investing and Unconventional Wisdom with Le Shrub
Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrubstack.com/ He can also be followed on Twitter/X at https://x.com/agnostoxxxWith a unique approach to investing, Le Shrub shares his thoughts on market trends, stock picks, and the rationale
Larry Hozenthaler - Private Credit Risks and Opportunities
In this episode of 'The Business Brew,' host Bill Brewster is joined by Larry Holzenthaler, a portfolio manager at First Eagle Alternative Credit (FEAC). The discussion focuses on the complexities and nuances of private credit. Recorded on February 3rd, the episode delves into the differences between traditional equity value investing and private credit, as well as the strategic transitions First
George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights
In this episode of The Business Brew, host Bill Brewster engages in a comprehensive discussion with George Livadas about the complexities and current state of the market. Livadas, known for his candid tweets and insightful views, covers topics ranging from market fluctuations in 2024, reminiscent of the 2021 SPAC bubble, to challenges and opportunities in European stocks and the S&P 500'
Alex Morris - Buffettology
Buffett and Munger Unscripted: A Conversation with Alex Morris
Alex Morris, friend of the show (and IRL), author of TSOH Investment Research stops by to discuss his new book "Buffett and Munger Unscripted." The book offers three decades of insights from Berkshire Hathaway shareholder meetings, grouped by topic area to provide a coherent understanding of Warren Buffett and Charlie Munger
Tom Morgan - Mysteries, Mystics, and Personal Transformation
In this unconventional episode of 'The Business Brew,' host Bill Brewster sits down with Tom Morgan for a deep dive into topics that blur the line between science and spirituality. From exploring the existence of non-human intelligence and its implications, to discussing personal transformative experiences facilitated by psychedelics, this episode is a fascinating journey through the unknown. To
John Maxfield - Maxfield on Banks
John Maxfield from "Maxfield on Banks" stops by the show. John is a wealth of knowledge and has an entertaining personality. Bill and John cover a lot of ground.
John discusses the history and dynamics of banking, including the unique supply and demand of credit, traits of successful bankers, and the impact of historical tragedies on banker psychology. The episode also covers stories of notable
Ryan Dobratz - Real Opportunities
Ryan Dobratz, from Third Avenue Funds, stops by The Business Brew to discuss Third Ave’s real estate strategy. Ryan discusses the benefits of focusing on real estate operating companies over REITs, the potential of investments like CBRE, challenges in the office market, and the outlook for residential real estate. They also discuss investment strategies in the residential market, opportunities in
Update - Bill's Brain
Shoutout to SpeechDocs (@speechdocs on X) for the show notes below.
🎙️ Welcome to The Business Brew! 🎙️
In this special solo episode, host Bill Brewster opens up about life, markets, and the future of The Business Brew. From surviving Hurricane Milton and its aftermath to contemplating a rebrand of the show, Bill shares raw and unfiltered thoughts on resilience, growth, and change.
📌 What You’l
John Buckingham - The Prudent Election Episode
In this episode of The Business Brew, host Bill Brewster
interviews John Buckingham, editor of the Prudent Speculator newsletter. John shares his investing expertise, strategies for managing a diversified portfolio, and provides data-driven insights on how stock markets perform under different tax regimes, political administrations, and election cycles.
They discuss how to stay disciplined and f
Mike Alkin - Talking Uranium
Mike Alkin of Sachem Cove Partners stops by The Business Brew to share his journey in uncovering the uranium investment thesis. Bill found out about Mike when he began listening to Mike's podcast in 2018/19. At that time, Mike was telling everyone that would listen about how asymmetric the opportunity was. Mike interviewed industry insiders, other investors, and laid out his thesis in public.
Dylan Marrello - Raging Bull
Dylan is a former attorney turned private investor focused on small/microcap stocks and overlooked pockets of the market. He publishes a free newsletter on Substack called Raging Bull Investments, which provides deep-dive investment write-ups and occasional market commentary, and is active on Twitter as raging bull cap/Jake LaMotta.
Richard Cook - Traversing For Value
Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value.
Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh, Richard discusses operational execution, invest
Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So
In this episode of the Business Brew, host Bill Brewster sits down with the esteemed investor Bruce Berkowitz. They delve deep into Berkowitz's illustrious career, from his strategies during the financial crisis to his current outlook on various investment opportunities, including midstream energy and Florida real estate.
Berkowitz shares anecdotes, personal reflections, and valuable lessons
Blake Haxton - Industrials and High Yield
Blake Haxton, analyst at Brandywine Global Asset Management's High Yield and Corporate Strategies Group, joins the Business Brew. This discussion focuses on the companies Blake covers as well as his views on markets generally. Blake tends to focus on "old economy" industries so prepare yourself for plenty of energy discussion. Bill and Blake also discuss industrials and homebuilders.
Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics
Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on investment returns.
The discussion also highl
Al Goldstein - Stoic Lane
Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane stops by The Business Brew to discuss what his firm is doing in the private markets. Stoic lane is focused on acquiring controlling positions primarily in short term rental management and back office solutions for entrepreneurs. The entity is structured as a corporation with shares rather than as a partnership. As of now, Al's long ter
Update
Bill drops in to give a podcast status update and let the listeners know what is going on.
Come see him at The CFA Society of New York on June 25th.
If you are interested in the golf events please send your information to businessbrewgolf@gmail.com.
Thank you as always for listening!
Charles Lemonides - ValueWorks
Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you can find something that is a real growth opportunity but it is selling for a value price."
T
Consuelo Mack - Host of WealthTrack
Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack.
Bill was very happy Consuelo said yes to coming on the show. His only regret is messing up Ed Hyman
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/
Bill pinged Hunter after someone (on the Twitter machine,
Elliot Turner Returns
Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy.
Note: This episode was recorded on April 3, 2024. Bill owns a small posi
Darren Fisk
Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, and more.
Darren's father in law taught hi
Matthew Sweeney - Discussing Value
Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got started in the business, and why he pr
Hedda Nadler - Repping The Legends
Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers.
Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation gives the perspective of one of the peopl
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more
Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more.
This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so.
The release cadence is influenced by the amount
Corey Hoffstein - Get Stacked!
Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he executes his idea, and what risks his strategy migh
Will Thomson On Lithium, Copper, And More
Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for.
You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read.
Sponsor Info:
Daloopa is founded by a former hedge fund analyst to
Devin Martin - Finding Your Drive
Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different.
In this episode we discuss his methodology. There is some discussion of ayahuasca and psychedelics so be prepared (shout out to one o
The Pros and Cons of Being Public with Andrew Walker
Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the episode a few weeks ago, or remember Bill's Qurat
Sustainable Air Fuel - A Primer
Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic.
SAF is a potentially interesting investment topic because it is the only known way to decarbonize air travel. Importantly, there appears to be a shor
Some Thoughts And Things - Regular Pod Back Next Week
This is a brief message from Bill. Sent in the spirit of communication with the fans. After listening to it, it's about 85-90% accurate with some incomplete thoughts and some things that could have been said differently. But, the overall message and general feeling is accurate-ish.
Looking forward to dropping an episode next week.
Like, subscribe and rate. Please and thank you!
Todd Schwartz - Expanding Credit Access
Todd Schwartz, Founder, CEO and Executive Chairman of OppFi, stops by The Business Brew to discuss how he expands credit access. OppFi was featured on this program when it was going public via SPAC. The company did not perform to expectations once it was public and Todd reengaged in order to right the ship.
This episode is about OppFi and Todd, but it is also about usury laws and policy. It is a
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital
Ben Jenkins, President and Chief Investment Officer at Digital Bridge Group Inc, stops by The Business Brew to have a discussion about professional development, mentorship, and investing in digital infrastructure. Digital Bridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. The firm has $75Bn of assets under management, 30+ portfolio
Craig Moffett Returns
Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in
Bill Chen - Is Now The Time for REITs
Bill Chen, Managing Director at Rhizome Partners, stops by The Business Brew to share his thoughts on why publicly traded REITs are an attractive opportunity. Rhizome Partners is a private partnership targeting deep-value investments with a large margin of safety. In this episode Bill lays out his argument for why publicly traded REITs qualify for consideration now.
We hope you have a wonderful
Andrew McAfee - The Geek Way
Andrew McAfee (@amcafee) stops by The Business Brew to discuss his new book The Geek Wayhttps://www.amazon.com/Geek-Way-Radical-Mindset-Extraordinary/dp/B0C1DQW5FC/ref=sr_1_1?keywords=Andrew+McAfee&qid=1700075448&s=audible&sr=1-1Andrew is a Principal Research Scientist at the MIT Sloan School of Management, co-founder and co-director of MIT’s Initiative on the Digital Economy, and the
Jeremy Raper Returns
Jeremy Raper returns to The Business Brew to discuss what he has been up to lately. Jeremy is currently focused on smaller situations and being the catalyst for value realization. We hope this episode is entertaining and informative. We also implore you to do your own research and due diligence.His bio can be found at https://rapercapital.com. He describes himself as follows:Australian born an
Keith Smith - Looking At Unique Ideas
Keith Smith stops by The Business Brew to discuss BDCs, auto dealers, and other ideas he has been looking at. Keith has been looking in areas that are less well covered.
Keith has over 20 years of business valuation experience as well as being trained as an engineer. In addition to managing the Bonhoeffer Fund’s portfolio, Keith serves as an advisor to Willow Oak Asset Management. He is a CFA c
Ryan O'Connor
Ryan O'Connor of Crossroads Capital stops by The Business Brew to discuss Nintendo, inflection investing, and much more.
You can find his piece on Google's potential antitrust risk here: https://assets.website-files.com/5fdcb736a43f592037fbd4b4/64f927a7f3a8d64b1a40ac64_21st%20Century%20Trust%20Busting%20and%20Tail%20Risks.pdf
Check this out as well! https://twitter.com/aboveavgodds/statu
Aaron Edelheit and Stuart Loren - Never Again
This isn't a typical episode, but it's an important one. We hope it leads to some important discussions.
Peter Mantas - The Potential Opportunity in Life Sciences
Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew to discuss the state of the life sciences industry. Life sciences is an industry that has produced many stocks that generated abnormal returns. We hope to unpack some of the reasons behind those returns in this discussion. For more information on how Peter invests, please see https://podcasts.apple.com/us/podcast/pet
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