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 of the best songs in The Lion King). As always, we hope you enjoy the show! Big shoutout to Daloopa for ...
Feb 08, 2024•2 hr 44 min
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 Qurate days, you may glean a little more insight into why the Spirit merger caused Bill to think so much....
Feb 02, 2024•1 hr 4 min
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 shortage in the near term. Companies discussed include Darling (DAR), Calumet (CLMT), LanzaJet (LNZA) and ...
Jan 25, 2024•1 hr 21 min
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!
Jan 19, 2024•19 min
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 company that has made Bill think a lot. We hope you find the conversation interesting. Disclaimers: B...
Dec 16, 2023•1 hr 15 min
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 companies, and over 100 digital infrastructure professionals (see https://ir.digitalbridge.com/static...
Dec 07, 2023•2 hr 38 min
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. Craig returns to The Business Brew to give an upda...
Dec 01, 2023•1 hr 8 min
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 Thanksgiving with your family. Hopefully this provides some less controversial dinner table discussion...
Nov 23, 2023•2 hr 56 min
Andrew McAfee ( @amcafee ) stops by The Business Brew to discuss his new book The Geek Way https://www.amazon.com/Geek-Way-Radical-Mindset-Extraordinary/dp/B0C1DQW5FC/ref=sr_1_1?keywords=Andrew+McAfee&qid=1700075448&s=audible&sr=1-1 Andrew 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 inaugural Visiting Fellow at the Technology and Society organization at Google. He studies how ...
Nov 16, 2023•1 hr 9 min
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 and raised, I majored in History at Harvard University (Class of ’08). I have 12+ years of buy- and sel...
Nov 10, 2023•2 hr 51 min
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 charterholder and received his MBA from UCLA. He has held positions with Empire Valuation Consultants, P...
Nov 02, 2023•2 hr 10 min
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/status/1701620751210607072?s=46 Sponsor Info: Daloopa is founded by a former hedge fund analyst to b...
Oct 26, 2023•2 hr 19 min
This isn't a typical episode, but it's an important one. We hope it leads to some important discussions.
Oct 19, 2023•51 min
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/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817 on Apple or https://op...
Oct 12, 2023•2 hr 39 min•Season 5Ep. 1
Andrew Walker, author of Yet Another Value Blog , host of Yet Another Value Podcast , stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation! Sponsor Info: Daloopa is founded by a former hedge fund analyst to bring simplicity into the investment process. Daloopa offers an AI driven single source for all company reported data, and allows for investment teams to ake the most informed d...
Jul 27, 2023•2 hr 31 min•Season 4Ep. 37
Charles Frischer and Asheef Lalani stop by The Business Brew to discuss why they like Fairfax as an investment. Quick reminder to do your own work!!! Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a Bachelor of Mathematics and Masters of Accounting, earned the CA/CPA designation in 2002 and is a CFA charterholder since 2003. Asheef first started his career with PricewaterhouseCoopers in 1998 and went on to...
Jul 20, 2023•1 hr 23 min•Season 4Ep. 36
Arvind Sanger stops by The Business Brew to discuss his views on the world's sustainable energy transition. Mr. Sanger has a ton of experience and is a wealth of knowledge. He is the founder of Geosphere Capital, a global long-short fund manager currently investing in natural resources, new energy and Indian equities. Prior to that, between 2002 and 2007, Mr. Sanger was a Portfolio Manager at SAC Capital (his portfolio grew very quickly), running one of the largest equity portfolios and mana...
Jul 14, 2023•1 hr 17 min•Season 4Ep. 35
Derek Pilecki stops by The Business Brew to discuss Financials. Derek is a Financials specialist with a track record that speaks for itself. See https://gatorcapital.com/ for more information. Derek currently manages a long/short financials strategy, long-only financials strategy, and various other individual portfolios. He has managed a private fund for 11 years. He also launched one mutual fund and took over management of another mutual fund. From 2002 through 2008, Derek was a member of the G...
Jul 06, 2023•1 hr 15 min•Season 4Ep. 34
ValueStockGeek (“VSG”) stops by The Business Brew to discuss his evolution as an investor. VSG can be found on Twitter at @valuestockgeek , his portfolio can be found at https://portfoliocharts.com/portfolio/weird-portfolio/ , and his blog is at https://www.securityanalysis.org/ We hope you enjoy the conversation. The Business Brew will be off for a few weeks after this episode. We shall return. Sponsor Info: Daloopa is founded by a former hedge fund analyst to bring simplicity into the inv...
Jun 08, 2023•1 hr 16 min•Season 4Ep. 33
Ian Bezek stops by The Business Brew to discuss his thesis on why emerging markets, specifically Colombia and Mexico, might be extraordinary value today. Ian is best known for his investment writing, which supports his day to day life. His primary focus is Latin America. So much so that he moved from New York to Guatemala. He now resides in Colombia, which gives him unique perspective on the political landscape in that country. Mentioned in the episode: John Hempton on “averaging down” - http://...
Jun 01, 2023•2 hr 35 min•Season 4Ep. 32
Braden Dennis, founder of Stratosphere.io , stops by The Business Brew to discuss how he developed the product, running a startup, sales, investing, and much more. The Business Brew is grateful for Stratosphere.io 's sponsorship and can unequivocally state that this episode would run regardless of the sponsorship. Bill has enjoyed getting to know Braden and the team and wishes them the best. Detailed Show Notes: 5:20 - Braden's background 8:50 - Your product is useless if you wouldnt act...
May 25, 2023•1 hr 7 min•Season 4Ep. 31
Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew. Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on. The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast host. He's also one cool dude. You can find Meb's writing here . You can find his podcast on Apple here and on Spotify here . Other links ...
May 19, 2023•1 hr 26 min•Season 4Ep. 30
Dave Waters of Alluvial Capital Management, LLC stops by The Business Brew to discuss how he approaches investing. You can find all his letters, partnership info, etc., at https://alluvialcapital.com/ Dave primarily focuses on investments that you probably haven't heard of. He invests in illiquid securities, foreign securities, companies coming out of bankruptcy, and more. His portfolio is as unique as his path to investing. We hope you enjoy the conversation. Sponsor Info: Daloopa is founde...
May 11, 2023•1 hr 22 min•Season 4Ep. 29
Josh Clarkson stops by The Business Brew to discuss alternative credit investments. Josh is a managing director at financial communications firm Prosek Partners, stops by The Business Brew to discuss communications, branding and marketing for alternative asset managers and his passion for working with clients in the private credit space. Josh has over a decade advising a wide range of financial sector and corporate clients on matters from corporate narrative building, positioning and profile rai...
May 04, 2023•1 hr 10 min•Season 4Ep. 28
Kritof Gleich, President and CIO of Harbor Capital Advisors, stops by The Business Brew to discuss his views on picking managers. Kristof has over 20 years of investment experience with stints at Goldman Sachs, JP Morgan, and BlueCove Asset Management (which Ares purchased a stake in). Harbor Capital Advisors spcializes in partnering with boutique investment managers in an effort to create superior investment outcomes. Kristof has spent a lot of time developing a “factor framework” for evaluatin...
Apr 29, 2023•2 hr 34 min•Season 4Ep. 26
Mario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research, being involved and adding value to management teams, and much more. Shout out to Stratosphere.io for sponsoring the show. It was a pleasure to pitch ...
Apr 20, 2023•2 hr 37 min•Season 4Ep. 27
Bill and Dr. Luke Benoit talk about Luke's invention, the RypStick. This is a golf specific episode. Luke Benoit founded RypStick, a product Bill uses and enjoys. RypStick helps golfers add distance to their game and Bill wanted to feature Luke because he respects what Luke created. Normal episode will be back next week.
Apr 15, 2023•35 min
Note - This podcast has some advice that may be able to help you think about marketing your firm and/or yourself. Should you need a host, reach out to Bill. Should you need an editor, reach out to Mathew. Mathew Passy (@mathewpassy on Twitter), founder/owner of The Podcast Consultant stops by The Business Brew to discuss his career, how he started his business and became the person behind your favorite finance podcasts, the podcast industry generally, tips for appearing on podcasts, the business...
Apr 06, 2023•1 hr 25 min•Season 4Ep. 25
Ian Cassel stops back by The Business Brew to check in. As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps. He is also the author of two books: Intelligent Fanatics Project: How Great Leaders Build https://www.amazon.com/Intelligent-Fanatics-Project-Sustainable-Busines...
Mar 30, 2023•1 hr 25 min•Season 4Ep. 24
Devin Anderson, CEO and co-founder of Convexitas, stops by The Business Brew to discuss his firm's approach to risk management via options strategies. In short, Convexitas seeks to exploit structural options mispricing resulting from market participant's biases. What does that mean in plain English? Well, there are people that sell financial yield strategies that involve selling puts and selling covered calls. If enough of the market does that there is a chance the front month option pri...
Mar 23, 2023•1 hr 20 min•Season 4Ep. 23
