The Business Brew

By Bill Brewster

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Category: Investing

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Subscribers: 120
Reviews: 0
Episodes: 145

Description

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.

Episode Date
Darren Fisk
Apr 19, 2024
Matthew Sweeney - Discussing Value
Apr 10, 2024
Hedda Nadler - Repping The Legends
Mar 07, 2024
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more
Mar 02, 2024
Corey Hoffstein - Get Stacked!
Feb 29, 2024
Will Thomson On Lithium, Copper, And More
Feb 22, 2024
Devin Martin - Finding Your Drive
Feb 08, 2024
The Pros and Cons of Being Public with Andrew Walker
Feb 02, 2024
Sustainable Air Fuel - A Primer
Jan 25, 2024
Some Thoughts And Things - Regular Pod Back Next Week
Jan 19, 2024
Todd Schwartz - Expanding Credit Access
Dec 16, 2023
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital
Dec 07, 2023
Craig Moffett Returns
Dec 01, 2023
Bill Chen - Is Now The Time for REITs
Nov 23, 2023
Andrew McAfee - The Geek Way
Nov 16, 2023
Jeremy Raper Returns
Nov 10, 2023
Keith Smith - Looking At Unique Ideas
Nov 02, 2023
Ryan O'Connor
Oct 26, 2023
Aaron Edelheit and Stuart Loren - Never Again
Oct 19, 2023
Peter Mantas - The Potential Opportunity in Life Sciences
Oct 12, 2023
Andrew Walker - Yet Another Value Discussion!
Jul 27, 2023
Charles Frischer and Asheef Lalani - Fairfax Is A "Fat Pitch"
Jul 20, 2023
Arvind Sanger - The Sustainable Energy Transition
Jul 14, 2023
Derek Pilecki - A Financials Specialist
Jul 06, 2023
Value Stock Geek - Geeking on Value
Jun 08, 2023
Ian Bezek - Emerging Value
Jun 01, 2023
Braden Dennis - Building ⁠Stratosphere.io
May 25, 2023
Meb Faber Returns!
May 19, 2023
Dave Waters - Searching Nooks and Crannies
May 11, 2023
Josh Clarkson - Alternative Credit
May 04, 2023
Kristof Gliech - Choosing Managers
Apr 29, 2023
Mario Cibelli - Seeing Value in SMID
Apr 20, 2023
Dr. Luke Benoit - Grip It and Ryp It
Apr 15, 2023
Mathew Passy - THE Podcast Consultant
Apr 06, 2023
Ian Cassel - A Micro Perspective
Mar 30, 2023
Devin Anderson - Exploiting Behavioral Biases
Mar 23, 2023
Michael Batnick - The Not So Irrelevant Investor
Mar 20, 2023
Dan Zwirn - Unconstrained Opportunities
Mar 16, 2023
Mike and Eli - Chasing Scratch and Podcasting
Mar 08, 2023
Tom Gayner - A Discussion with Markel's CEO
Mar 02, 2023
Adam Wyden - Discussing The Etymology of Returns
Feb 24, 2023
Arnaud Cosserat and Rick Mercado - Researching Resilience
Feb 16, 2023
Randy Baron - International Truffle Hunting
Feb 09, 2023
Whit Clay – Crafting Communications
Jan 27, 2023
Will Thomson - Real Assets Are Like Hansel (So Hot Right Now)
Jan 20, 2023
Thomas Ricketts, CFA - Investing in Innovation
Jan 12, 2023
Henry Reardon - Asymmetric Contrarian
Dec 29, 2022
Jake Taylor - Improve Your Decisions
Dec 22, 2022
John McClain - Opportunities in Credit
Dec 15, 2022
Bob Robotti - Searching For Improving Industries
Dec 08, 2022
Cullen Roche - Why Macro Matters
Nov 24, 2022
Craig Moffett - A True Expert
Nov 16, 2022
Mark Newfield - Keep Going!
Nov 10, 2022
Matt Cochrane - Moats and More
Nov 03, 2022
Alex Morris - TSOH Returns
Oct 28, 2022
Daniel Needham - Multi Asset Investing
Oct 14, 2022
Kyle Mowery - Uncovering Hidden Growth Engines
Sep 29, 2022
Marc Cohodes - An Independent Investor
Sep 22, 2022
Evan Tindell - Where Poker and The Market Collide
Sep 15, 2022
Scott Reardon - Study The Greats
Aug 18, 2022
Be Back Soon
Jul 28, 2022
Chadd Garcia - The Intersection of Returns and Morals
Jul 22, 2022
Vitaliy Katsenelson - Soul In The Game
Jul 07, 2022
Tom Morgan - The Most Interesting Man in Finance
Jul 01, 2022
William Green - The Man Behind The Books
Jun 23, 2022
Jordan Noone - Rockets and Venture Capital!
Jun 16, 2022
BONUS: Cem Karsan - Derivatives Are The Underlying
Jun 06, 2022
Amanda Agati - Cautiously Optimistic
Jun 02, 2022
Sean Stannard Stockton - Managing In a Volatile Environment
May 26, 2022
J Mintzmyer Returns
May 19, 2022
Tim Laehy - Professionalizing Finance Departments
May 12, 2022
Craig Fuller - The Impending Freight Recession
May 05, 2022
Lost in Spaces
Apr 28, 2022
Erick Mokaya - Achiever and Learner
Apr 21, 2022
Kunik - A Conversation About Culture
Apr 14, 2022
Mark S.F. Mahaney - Nothing But Net
Apr 07, 2022
Jobs Security and Growth (JSG) Investing
Mar 31, 2022
Dave Girouard -  Disrupting Credit Underwriting
Mar 28, 2022
Simeon Siegel - Retail Therapy
Feb 24, 2022
Michael Green - Macro Contrarian
Feb 10, 2022
Chris Cerrone - A Simple, Quality Discussion
Feb 03, 2022
Andrew Freedman – TMT talk!
Jan 27, 2022
Troy Lavinia - Thinking in Systems to Build Businesses
Jan 24, 2022
Will Thomson – A Real Asset Discussion
Jan 20, 2022
Muji – A hhhypergrowth Discussion
Jan 13, 2022
Denise Shull – Discussing The Game Within The Game
Jan 06, 2022
Intermission
Dec 30, 2021
Kristi Ross - Entrepreneur Extraordinaire
Dec 23, 2021
Jillian Jaccard Murrish – Alternative Credit
Dec 16, 2021
Rob Koyfman - Fintech Founder
Dec 13, 2021
Tren Griffin - Giving to Get
Dec 09, 2021
Louisa Nicola - Enhancing Performance
Dec 03, 2021
David Gardner - An Investing Fool
Nov 24, 2021
Jonathan Boyar - Intrinsic Value Opportunities
Nov 18, 2021
David Fauchier - Market Neutral Crypto
Nov 11, 2021
Alexandra Blumenfeld - Red Rover Founder
Nov 08, 2021
Kyler Hasson - Playing His Game
Nov 04, 2021
Chris Bloomstran - Taking Principled Stances
Oct 28, 2021
Margot Edelman - Trust This!
Oct 21, 2021
Stinson Dean - Talking Lumber
Oct 14, 2021
Meb Faber - Quant Savant
Oct 07, 2021
Kyla Scanlon - A Finfluential Conversation
Oct 04, 2021
J Mintzmyer - Shipping Extraordinaire
Sep 30, 2021
Rui Ma - Talking China
Sep 23, 2021
Logan Mohtashami - Bear Crusher
Sep 16, 2021
Seth Porges - Director: Class Action Park
Sep 13, 2021
Thomas Braziel - An Esoteric Episode
Sep 09, 2021
Jake Taylor - From First Principles
Sep 02, 2021
Jim O'Shaughnessy - Man, Myth, Legend
Aug 26, 2021
Outro - Season 1
Jun 24, 2021
Rick Van Nostrand, CFA - Consistently Hunting For Real Value
Jun 17, 2021
Jason Buck - Survive Like A Cockroach
Jun 10, 2021
Jason Wild - From $80k to $1.7Bn
Jun 03, 2021
Arnold Van Den Berg - A Must Listen Life, and Investing, Discussion
May 31, 2021
David Barr - From Venture Capital to The Venture Exchange
May 27, 2021
Francisco Olivera and Alex Morris - The Squad
May 24, 2021
Brian Feroldi - Man or Machine?!
May 20, 2021
Austin Lieberman - Squash The Beef
May 17, 2021
George Livadas - A Long Short Discussion
May 13, 2021
Jeremy Raper - Credit Focused Equity
May 06, 2021
Jared Kaplan - CEO Interview - OppFi
May 04, 2021
William Green - Author Interview - Richer, Wiser, Happier
May 03, 2021
Corey Hoffstein - More Than A Model; Idiot (Yes, that's a Zoolander Reference)
Apr 29, 2021
Preston Pysh - From "Value" to Bitcoin
Apr 22, 2021
Aaron Edelheit - Mindset Mastery
Apr 20, 2021
Heather Brilliant - Intentionally Constrained
Apr 15, 2021
Kyle Cerminara - All In
Apr 08, 2021
Adam Robinson - A Unique Mind
Apr 01, 2021
Sanjay Ayer - The Example of Self Awareness
Mar 26, 2021
Elliot Turner - Growth At A Reasonable Price Defined
Mar 18, 2021
Liz Simmie - A True ESG Manager
Mar 11, 2021
Ian Cassel - Micro Machine
Mar 04, 2021
Oren Falkowitz - No Phishing Way
Feb 25, 2021
Derek Walin - Entrepreneur and Music Maven
Feb 18, 2021
Moses Kagan - Permanent Real Estate Investing
Feb 11, 2021
Bonus: Andrew Walker - A SPACtacular Conversation
Feb 10, 2021
Mike aka @NonGaap - Master of the Dark Arts of Corporate Governance
Feb 04, 2021
Shomik Ghosh - A SaaSy Conversation
Jan 29, 2021
Jen Ross - Always Questioning the Narrative
Jan 22, 2021
Tyrone V Ross Jr. - A Powerful Advocate
Jan 15, 2021
Sean Stannard Stockton - A Renaissance Investor
Jan 08, 2021
Jack Rohrbach - A Success Story
Dec 25, 2020
Tobias Carlisle - A Modern Walter Schloss
Dec 11, 2020
Dan McMurtrie - The Next Market Wizard
Nov 27, 2020
Michael Mitchell - Fundamental Opportunist
Nov 17, 2020