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PODCAST

The Business Brew

Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side

business investing

All Episodes

01:04:31

Mike and Eli - Chasing Scratch and Podcasting

The Business Brew ·

2023/03/08

Mike and Eli, hosts of Chasing Scratch: A Golf Podcast, join The Business Brew to discuss their podcast, how they monetize podcasts, what they were trying to accomplish when they started podcasting, and, yes, golf. Bill is a huge fan of the podcast they have put together. Check it out on your favorite podcast player! Apple: https://podcasts.apple.com/us/podcast/chasing-scratch-a-golf-podcast/id1281285953 Spotify: https://open.spotify.com/show/2W77oe7Nw7G8RzKkhsMi5E This episode is sponsored

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01:09:12

Tom Gayner - A Discussion with Markel's CEO

The Business Brew ·

2023/03/02

Tom Gayner stops by The Business Brew to discuss a number of things. You can see the detailed show notes for specifics, below the stratosphere.io sponsor copy. In summation, Bill has wanted to interview Tom for a long time but didn’t know how to make the interview unique. We think this interview covers some topics Tom has not discussed elsewhere. Please consider attending Markel’s annual meeting. On Wednesday, May 17th, from 9-10:30 the good folks at Robotti and Co. are hosting an investor panel

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01:39:26

Adam Wyden - Discussing The Etymology of Returns

The Business Brew ·

2023/02/24

Adam Wyden, founder of ADW Capital, stops by The Business Brew to share his investing philosophy, discuss some ideas, and talk about lessons learned. ADW is a concentrated, long biased investment partnership founded in 2010. In this episodeAdam cautions againstidol worship, talks about how he monitors positions and companies, shares his thoughts on managementcharacter, and much more. Bill's favorite line from this episode is "Invest with people that have more to lose than you do." We hope you

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01:13:21

Arnaud Cosserat and Rick Mercado - Researching...

The Business Brew ·

2023/02/16

Arnaud Cosserat, CEO of Comgest, and Rick Mercado, PM at Comgest stop by The Business Brew to discuss quality growth investing.Comgest is an independent, international asset management group, which since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style. Arnaud is a long-standing Analyst and Portfolio Manager specialising in European equities. He started his career in 1989 as an Analyst at Banque Paribas, before joining Société de Bourse Oddo and then

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01:24:15

Randy Baron - International Truffle Hunting

The Business Brew ·

2023/02/09

Randy Baron, lead Portfolio Manager for Pinnacle Associates Ltd'svariousinternational products, joins The Business Brew to discuss his investing philosophy. Randy is best known for international value investing and for publicly discussing Amyris. Amyris is an unprofitable company with a CEO that has a controversial reputation. But, it is a very interesting company backed by some very real investors. Bill and Randy have spoken a few times over the past 2 years and Bill likes how Randy looks at the

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01:20:06

Whit Clay – Crafting Communications

The Business Brew ·

2023/01/27

Whit Clay stops by The Business Brew to discuss his role in the financial ecosystem. Whit sits at the intersection of investor relations and public relations. He works with a wide variety of companies. We hope you enjoy the conversation! Whit Clay is a Co-Chief Executive Officer with Sloane & Company and has been with the firm for more than 21 years. Beyond day-to-day leadership and management of the firm, he leads its financial and crisis communications practice with a focus across multiple

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01:19:10

Will Thomson - Real Assets Are Like Hansel (So Hot...

The Business Brew ·

2023/01/20

Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will focuses on companies that happen to produce commodities and/or real assets. That said, he is looking to exploit company/project specific opportunities rather than making commodity calls. In this episode, he describes hi s process and explains how an investor could use publicly disclosed information to see a company's business plan (See: a 4301 document in Canada). Will is the Founder and Managing Partner of

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01:41:43

Thomas Ricketts, CFA - Investing in Innovation

The Business Brew ·

2023/01/12

Thomas Ricketts, CFA, joins the pod to discuss his investment philosophy. This episode focuses on an investment style that, according to Bill's perception, seeks to identify change and innovation before the market identifies it. Bill was initially a little skeptical of doing an "innovation episode" given how the term has been used in the financial community. However, after diligencing Tom, Bill felt comfortable having Tom on the pod. This conversation adds value to The Business Brew library. Thank

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00:52:59

Henry Reardon - Asymmetric Contrarian

The Business Brew ·

2022/12/29

Henry Reardon, aka @integrity4mkts on Twitter, joins the podcast to discuss his investment philosophy. The conversation starts by discussing his Carvana short thesis then goes into his general investing philosophy. The conversation is a bit shorter than normal but packs a punch. This episode is sponsored byStratosphere.io.Stratosphere.iois a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator isStratosphere.io’s segment data and KPIs,

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01:22:05

Jake Taylor - Improve Your Decisions

The Business Brew ·

2022/12/22

Jake Taylor stops by The Business Brew to discuss his new product Journalytic. Journalytic is a software designed to help investors improve their process and decision making. Clear thinking and decision making has been a passion of Jake’s for a very long time. Now, he is releasing the culmination of years of hard work to us, the public, FOR FREE. You can sign up at https://journalytic.com/. This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data,

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01:17:46

John McClain - Opportunities in Credit

The Business Brew ·

2022/12/15

John McClain, CFA stops by The Business Brew for a discussion about credit. John serves as a portfolio manager for the Brandywine Global’s High Yield and Corporate Credit Strategies. In this episode John makes the case for why high yield credit is a good bet after a bad year, discusses how corporate finance departments are more professional now (vs pre GFC), talks about companies adding value by buying back debt, and much more. Before joining Brandywine Global, John was a Senior Vice President -

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01:14:53

Bob Robotti - Searching For Improving Industries

The Business Brew ·

2022/12/08

Bob stops by The Business Brew to discuss his early career, what he has learned over his career, investing in cyclical businesses/industries, and his biggest investment "loser." This conversation is filled with good lessons and we hope you enjoy. Robert Robotti is the President and Chief Investment Officer of Robotti & Company. Prior to forming Robotti & Company, Incorporated in 1983, Bob was a vice president and shareholder of Gabelli & Company, Inc. He worked in public accounting

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01:21:33

Cullen Roche - Why Macro Matters

The Business Brew ·

2022/11/24

Cullen Roche is the Founder of Discipline Funds. Discipline Funds is a low fee financial advisory and asset management firm. Prior to establishing his own business, Mr. Roche founded his own investment partnership in 2005 after working at Merrill Lynch Global Wealth Management where he helped oversee $500MM+ in assets under management. During the the 7 years running the partnership he was able to guide the small business to high risk adjusted returns with no negative full year returns during one of

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01:17:01

Craig Moffett - A True Expert

The Business Brew ·

2022/11/16

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 either U.S. Telecom and/or Cable & Satellite. Prior to founding MoffettNathanson, Mr. Moffett spent

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01:28:00

Mark Newfield - Keep Going!

The Business Brew ·

2022/11/10

Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded his advisory business in 2005, and in 2022 joined Journey Strategic wealth through a merger of his firm with Journey. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals. Mark

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01:34:48

Matt Cochrane - Moats and More

The Business Brew ·

2022/11/03

Matt Cochrane (@Matt_Cochrane7 on Twitter) stops by The Business Brew to discuss his investment philosophy, how it’s evolved over the past few years, Big Tech, and more. Matt is a police officer with a passion for investing. He began his investment education by studying The Motley Fool discussion boards. Bill and Matt catch up regularly and Bill always enjoys chatting with Matt. This week they decided to record one of those conversations. We hope you enjoy the discussion.

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01:41:14

Alex Morris - TSOH Returns

The Business Brew ·

2022/10/28

This episode features Alex Morris of TSOH Investment Research. You can find his Substack at https://substack.com/profile/10489671-the-science-of-hitting. In this episode, Alex and Bill have a casual conversation; mostly about media and cable. Through the conversation you will hear how Alex thinks about partnering with companies and management teams for the long term. You will also hear how Alex thinks about competitive positions and strategic decision making. Alex is a wonderful person that is

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01:16:35

Daniel Needham - Multi Asset Investing

The Business Brew ·

2022/10/14

Daniel Needham, CFA, stops by The Business Brew for a wide ranging discussion. Daniel is a wealth of knowledge. He is president of Morningstar’s Wealth Management Solutions, which includes software and aggregation capabilities from Morningstar Office and ByAllAccounts, and the individual investor experience across Morningstar.com, and Morningstar Investment Management.After the recent acquisition, he also oversees the U.K. and international business of Praemium and their core products, which

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01:17:42

Kyle Mowery - Uncovering Hidden Growth Engines

The Business Brew ·

2022/09/29

Kyle Mowery, Founder & Portfolio Manager at GrizzlyRock Capital stops by The Business Brew to discuss his investment philosophy. Kyle is a traditional value investor that tends to focus on smaller, cyclical companies. In this episode he talks about why he fishes in that pond, where he has found his biggest winners, how he thinks about investing, and much more. GrizzlyRock does very deep due diligence and Bill thinks highly of theirwork. We hope you enjoy the conversation! You can find Kyle’s

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01:20:00

Marc Cohodes - An Independent Investor

The Business Brew ·

2022/09/22

Marc Cohodes' (@AlderLaneEggs on Twitter) LinkedIn profile describes him as the "Head Bull Fighter at Alder Lane Farm." He is a well known short seller, but in this episode he discusses how he thinks about his long positions more than he discusses short selling. Marc is highly entertaining, informed by deep due diligence, and is not afraid to say what is on his mind. We hope you enjoy this episode. Detailed Show Notes: 2:00 – Marc discusses scuttlebutt 7:00 – The importance of getting it right

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187 results

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