"Maybe I’m the Retail Idiot" with Bill Brewster
Episode description
Dive into this fun chat with the equally irreverent and intelligent Bill Brewster, the self-made value investor in the style of Warren Buffet who dishes on twitter @BillBrewsterSCG hosts the Business Brew podcast in his spare time. We go into Chicago vs Florida real estate and taxes, commercial banking, TastyTrade and options, just how big of a Buffet fan you have to be to name your son Warren, Marvel vs Star Wars, the ultimate recurring revenue game that is cable companies, the brilliance of Disney+, how exactly can some random guy compete with huge investment firms, the dangerously gamified Robinhood, lessons learned from the pros, Cam Newton, not caring about drawdowns, owning poor franchises, the value trap, long term options, the Twitter machine, second order vs no order thinking, and of course, maybe just being some lucky retail idiot.
Enjoy
Chapters:
00:00-01:52=Intro
01:53-13:38=Options, TastyTrade, Law School and Value Investing
13:39-26-40=Wait til companies get cheap, then buy them
26:41-38:04=Some Lucky Retail Idiot & Disney+
38:05-47:56=“The Buff Dog” would still Wax All of Us
47:57-01:06:28=The Business Brew Podcast & Platform concerns
01:06:29-01:16:35=Favorites
From the episode:
The Business Brew podcast, Arnold Vanderburgh Episode, Adam Robinson Episode
Follow along with Bill on twitter @BillBrewsterSCG and visit his podcast page The Business Brew
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