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The Business Brew

The Business Brew

Bill Brewster

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. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast. While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification. Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.
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Top 10 The Business Brew Episodes

Goodpods has curated a list of the 10 best The Business Brew episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Business Brew for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Business Brew episode by adding your comments to the episode page.

The Business Brew - Jen Ross - Always Questioning the Narrative
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01/22/21 • 120 min

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 engineer in Launch and Enterprise Operations at The Aerospace Corporation.
Prior to joining Aerospace, Ross held management and executive positions in the areas of material science and manufacturing, process engineering, and financial analysis. Her focus is analyzing the space industrial base and helping space startups conduct business with the U.S. Space Force.
Ross transitioned from engineering to management consulting and finance in 2007. She spent five years as vice president of a public finance management and municipal bond firm. She later joined a hedge fund as an equity short seller/research analyst, analyzing corporate financials of publicly traded companies and predicting the probability of financial failure for those businesses. Ross joined Aerospace in 2015 when she saw the opportunity to combine her passions for both engineering and financial analysis.

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The Business Brew - Hedda Nadler - Repping The Legends
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03/07/24 • 57 min

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 people behind the scenes of finance.

Under Hedda's direction, Mount & Nadler is known among mutual funds, money managers and the media as a firm that provides excellent and responsive services whether the news is positive or negative. During her 40+ year career, Hedda also has ably handled PR for shareholder activists and lift-outs, as well as crisis counseling. Throughout, she has advised clients sensibly and effectively when dealing with the media.

Sponsor Info:

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The Business Brew - Dan McMurtrie - The Next Market Wizard
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11/27/20 • 135 min

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The Business Brew - Vitaliy Katsenelson - Soul In The Game
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07/07/22 • 119 min

Vitaliy Katsenelson stops by The Business Brew to discuss investing and his new book; Soul In The Game (see https://soulinthegame.net/). Vitaliy is an amazing writer who discusses investing and life. You can find his writings at https://contrarianedge.com/. We hope you enjoy this discussion.

No detailed show notes on this one.

This episode is brought to you by Bastiat Partners, a a new breed of investment and merchant bank that specializes primaries, secondaries, and co-investment opportunities in the private markets. Bastiat caters to a unique coverage universe of 250+ family offices, VCs, and crossover hedge funds. While sector generalists, the Firm specializes in fast-growing technology and technology-enabled businesses, advising companies on primary capital raises and creating liquidity events for founders and early investors via secondary transactions. The Firm also advises fundless sponsors and GPs on co-investment opportunities. Bastiat Partners was founded nearly a decade ago by Nader Afshar, a former senior investment banker at J.P. Morgan, and is headquartered in Los Angeles.

See https://bastiatpartners.com/.

Securities offered by Hollister Associates, LLC, Member FINRA/SIPC. Bastiat Partners and Hollister Associates, LLC are not affiliated companies.

Please leave us a rating in your favorite podcast player.

Album art photo taken by Mike Ando. Please see https://www.mikeando.com.

Thank you to @mathewpassy (on Twitter) for the show production.

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The Business Brew - Jack Rohrbach - A Success Story
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12/25/20 • 144 min

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The Business Brew - Tobias Carlisle - A Modern Walter Schloss
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12/11/20 • 155 min

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 appearance on the pod.”

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The Business Brew - Sean Stannard Stockton - A Renaissance Investor
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01/08/21 • 84 min

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 omission. We hope you enjoy this episode. You can find our more about Ensemble Capital Management at https://ensemblecapital.com/?gclid=Cj0KCQiA3NX_BRDQARIsALA3fIJGBM5kcERDGlwpAcPWjR2UtW6FSQCOY_6cSvZx56ss1CpDyXBAP7kaAntGEALw_wcB.

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Arnold Van Den Berg is one of the most unique investors alive today. He is Jewish and was born in Amsterdam, Holland, in 1939. As a toddler, he and his family were forced to hide in a small closet when the Nazis searched his street. His mother was concerned that Arnold and his brother, then 5 years old, would not be able to keep quiet during the searches. Consequently, she arranged for Arnold and his brother to be smuggled out of Amsterdam. While Arnold was successfully smuggled out of Amsterdam, his mother never received a phone call confirming his safety. She grew worried and eventually set out to find a phone to confirm Arnold's safety. Arnold's dad went with her. On the way to the phone booth Arnold's mother and father duked into a store to avoid an air raid. The store owner alerted the Nazis and both of Arnolds parents were sent to Auschwitz. They both survived. This episode is about investing. But, it is more about life than anything. BIll has been fortunate to get to know Arnold over this process. They have talked on the phone for ~10 hours and will do so until Arnold tires of Bill! Arnold is a testament to what humans can do. He and his immediate family survived the most hellish conditions on Earth. Yet, he holds no resentments. In fact, he discusses his experiences as something he's almost grateful for because they enabled him to become the person he is now. In conclusion, no detailed show notes on this one. As a listener, you are encouraged to listen to this entire interview and determine what is helpful for you. Arnold is someone to celebrate and his story should never be forgotten. We hope we add something important to your Memorial Day with this episode. Thank you to all that serve and help ensure the freedomes we enjoy today. Best wishes. Much love.
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The Business Brew - Michael Mitchell - Fundamental Opportunist
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11/17/20 • 141 min

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.

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The Business Brew - Jake Taylor - From First Principles
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09/02/21 • 114 min

Major Topics: Process and Decision Making Improvement

Jake Taylor is CEO of Farnam Street Investments, Co-Host of Value After Hours, Host of the 5GQ podcast, author of The Rebel Allocator, and Founder of journalytic.com. Jake and Bill met at Berkshire and immediately became friends. While they invest differently, they have more in common than Value After Hours fans may think.

On Value After Hours Jake is known for his "veggie" segments, which are segments that tie investing ideas to other worldy concepts. He is very passionate about making the best decisions possible and drawing from a wide range of subjects.

We hope this episode highlights how Jake thinks about the world and spreads better decision making. Topics covered include:

-Base rates underpinning underwriting

-Bayesian updating

-Tracking what happens vs what you thought would happen

- Few stocks driving the majority of return. See https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2900447

- W. Brian Arthur's theory of Returns to Scale. See https://hbr.org/1996/07/increasing-returns-and-the-new-world-of-business

- And much more

We hope you enjoy this conversation!

This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

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FAQ

How many episodes does The Business Brew have?

The Business Brew currently has 159 episodes available.

What topics does The Business Brew cover?

The podcast is about Investing, Podcasts and Business.

What is the most popular episode on The Business Brew?

The episode title 'Dan McMurtrie - The Next Market Wizard' is the most popular.

What is the average episode length on The Business Brew?

The average episode length on The Business Brew is 89 minutes.

How often are episodes of The Business Brew released?

Episodes of The Business Brew are typically released every 7 days.

When was the first episode of The Business Brew?

The first episode of The Business Brew was released on Nov 17, 2020.

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