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.
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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.
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.
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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.
Episodes
Mentioned books
Jul 23, 2024 • 1h 46min
Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics
Real Estate Investment Trusts expert Bill Chen discusses due diligence processes, investment strategies, and market conditions for multifamily and office REITs. The podcast covers cap rates, public REIT decisions, distressed assets, and the impact of interest rates on investment returns. Insightful discussions on market fears, analyzing REIT investments, grocery-anchored shopping centers, and the correlation between interest rates and real estate investments.
Jun 27, 2024 • 1h 1min
Al Goldstein - Stoic Lane
Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane, discusses the firm's focus on acquiring controlling positions in short term rental management and back-office solutions. Topics include Al's immigrant perspective, starting a private REIT, creating incentives for long-term success, and the company's capital-light model with regional brands. The podcast also explores the challenges of execution in business growth.
Jun 15, 2024 • 7min
Update
Bill drops in to give a podcast status update and let the listeners know what is going on.
Come see him at The CFA Society of New York on June 25th.
If you are interested in the golf events please send your information to businessbrewgolf@gmail.com.
Thank you as always for listening!
Jun 6, 2024 • 54min
Charles Lemonides - ValueWorks
Charles Lemonides, founder of ValueWorks LLC, discusses his investment philosophy focusing on finding growth opportunities at value prices. He shares insights on portfolio management, conceptual position sizing, and why Rivian may be a value investment. The conversation also touches on market cycles, Comcast, and what makes Charles tick.
May 24, 2024 • 1h 4min
Consuelo Mack - Host of WealthTrack
Consuelo Mack, host of WealthTrack, discusses her career in financial media. Topics include investor education, self-funding her show, transitioning from finance to journalism, reflections on Margaret Thatcher, market observations, behavioral economics, and prioritizing individual companies over market noise. The chapter also emphasizes integrity in investment insights and the importance of embracing challenges and choosing happiness.
May 16, 2024 • 1h 8min
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
Hunter Hopcroft, Managing Director at Armada ETF Advisors, discusses REITs and market trends. Topics include public vs private REITs, Blackstone's investments, dividend growth, and multifamily housing scenarios. The conversation also touches on AI, energy, and Marty Whitman's legacy in finance.
May 9, 2024 • 1h 41min
Elliot Turner Returns
Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, discusses learnings from 2021 onwards, specific stock ideas like Fevertree, thoughts on portfolio management, incentives in finance papers, a great NVDA story, life sciences similarities to tech, interesting forces in biotech, costs of failure as opportunity, and more.
Apr 19, 2024 • 1h 7min
Darren Fisk
Darren Fisk, CEO of Forum Investment Group, discusses multifamily real estate, lending, insurance, and development. He emphasizes cash flow over cash, a unique LLC investment structure, and the importance of aligning interests in real estate investments. The conversation covers market opportunities, successful refinancing strategies, and navigating challenges post the global financial crisis.
17 snips
Apr 10, 2024 • 1h 35min
Matthew Sweeney - Discussing Value
Matthew Sweeney, Managing Partner & Portfolio Manager of Laughing Water Capital, discusses his idea of 'value' in investing and why he focuses on smaller market capitalizations. He shares insights on navigating value investing in a dynamic market, the complexities of investing, and the benefits of investing in small cap companies for competitive advantage.
Mar 7, 2024 • 58min
Hedda Nadler - Repping The Legends
Hedda Nadler from Mount & Nadler discusses her 40+ year career in marketing for money managers and crisis counseling. She shares insights on providing excellent services in finance, representing clients sensibly, and navigating media relationships. The podcast explores the intersection of asset management and effective PR strategies, emphasizing the value of relationships and consistent marketing efforts. It also touches on stress management through yoga and support systems for overall well-being.
