Andrew Brown

Andrew Brown, Executive Director at A72 Holdings, shares his annual market predictions and reviews their outcomes. He reflects on the challenges faced by US equities and bond yields, revealing a surprising drop in Treasuries. The discussion highlights AI's mixed reality, the rebound of Chinese tech, and the structural decline of alcohol stocks. Andrew candidly addresses his worst call on Novo Nordisk while showcasing his successful China tech prediction. He concludes with valuable investing lessons on recency bias and the importance of global market exposure.

In this engaging discussion, Andrew Brown, Executive Director at East 72 and a seasoned value investor, shares 14 bold calls for the coming year. He predicts a resurgence of IPOs, a wave of spinoffs from conglomerates, and an underperformance from Australia's market. Andrew also delves into the potential downfall of unlisted sports teams and the unwinding of precious metals bubbles. Plus, he emphasizes the growing importance of active management and the surprising resilience of UK stocks. Insightful and thought-provoking, this chat is a treasure trove for investors!

Andrew Brown, investor and small-business operator, blends public-equity ideas with hands-on acquisition experience. He breaks down why Constellation Software earned his attention, how AI risk looks for vertical software, and the psychology of missed opportunities with Wise. He also recounts buying and running a small business and shares a contrarian passion pick in Boston Omaha.