The Business Brew

The Business Brew is joined by Jen Ross this week. Jen was a professional short seller. Consequently, she has a unique perspective. It took Bill a while to understand the role of short selling in a portfolio but Jen’s comment about the need (or lack thereof) to hedge a quality equity portfolio really helped Bill understand what risks to think about hedging via short selling. Her Bio very unique: Jennifer L. Ross has more than 20 years of engineering and financial experience. She is a principal

We are fortunate to be joined by Tyrone V Ross Jr. What started out as a connection over BitCoin turned into something much more important. In this episode Tyrone discusses many issues that seem to be forgotten as the stock market hits new highs. We cover a wide range of issues and potential financial solutions. We recommend listening to this one at 1x speed. As always, thank you for listening.

We were fortunate to be joined by Sean Stannard Stockton, CIO of Ensemble Capital Management.  Sean is one of the best generalist investors we know of. In this episode, Sean discusses:   Running an investment firm during COVID-19; The need for companies to lead by example; The willingness to remain open minded; Thinking about serial acquirers;  The potential perils of low/slow growth investing;  His thoughts on position sizing;    And he provides the best answer we've ever heard to an error of

This episode details the successful career of Jack Rohrbach. Jack began as a salesman and worked his way up. He made the most of every opportunity. While he often attributes his success to luck, it’s clear he was a team player who found out how to help those above him. In doing so, he became a leader.    Our favorite quote of the interview occurred when Jack was talking about his later career. When asked how it felt to have a lot of employees working for him, he responded “I don’t look at it that

Tobias Carlisle is a well known author. He's written extensively about value investing.  In our view, Deep Value is one of the best investment books ever written. He is also the founder and managing director of Acquirers Funds, LLC. See acquirersfunds.com We hope this interview answers some of the tougher questions people have for him regarding “value’s” underperformance. And, more importantly, we hope to introduce a really unique individual to the investing community. We are grateful for his

The second episode of The Business Brew features Dan McMurtrie, PM at Tyro Partners.  In this episode Dan pulls back the curtain on how a true hedge fund manager thinks.  He discusses:   A tough launch (13:20) Pivoting from "value" investing (17:50) Agency costs hurting "value" investments (20:35) Convergent & iterative thinking (32:40) Risk management and buying higher (44:20) The dangers of the value investing inoculation (46:50) THE DATING PAPER (58:00) Being early on COVID (1:08:00) TINA +

Welcome to the first episode of The Business Brew.  Our first guest is Michael Mitchell. Michael is a former partner at Locust Wood Capital Advisors.  He describes himself as 80% Greenblatt and 20% Buffett.  Alternatively, he can be described as fundamental and opportunistic.  Labels aside, he's a great thinker and a cool guy.  So enjoy the episode and please subscribe to our feed.