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
Jan 25, 2024 • 1h 21min
Sustainable Air Fuel - A Primer
In this podcast, Kyle Mowery discusses sustainable air fuel (SAF) and its potential to decarbonize air travel. The chapter explores the significance of hefa as a feedstock for renewable diesel and compares different approaches to SAF production. They also discuss the challenges and risks of SAF production, and the relevance of REANs to different industries. They touch on shorting meme stocks, the significance of regional businesses, Portillos and Potbelly, and more.
Jan 19, 2024 • 19min
Some Thoughts And Things - Regular Pod Back Next Week
The host reflects on their absence and their intentions for the podcast, emphasizing financial education and entertainment. They discuss the importance of independent research and personal growth. They express gratitude for the listeners, mention upcoming topics, and contemplate the future frequency of episodes.
Dec 16, 2023 • 1h 15min
Todd Schwartz - Expanding Credit Access
Todd Schwartz, CEO of OppFi, discusses expanding credit access, the challenges faced by the company, and the impact of interest rate caps on credit access. He also talks about starting the lending business, evaluating customers, and navigating regulatory hurdles. The chapter concludes by highlighting the importance of bank partnerships in credit extension and the benefits of going public.
Dec 7, 2023 • 1h 38min
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital
Ben Jenkins, President and CIO at Digital Bridge Group Inc, discusses professional development, mentorship, and investing in digital infrastructure. Topics include early career experiences at Morgan Stanley, transitioning to private equity, building teams and developing people, balancing success and family life, starting the company and raising funds, advantages of private markets over public markets, growth of wireless technology and fiber connectivity, software-defined networks and efficient packet routing, and challenges in the industry and the need for innovation.
Dec 1, 2023 • 1h 8min
Craig Moffett Returns
Craig Moffett, a top analyst in the telecommunications industry, returns to discuss cable companies potentially having a cost advantage in the wireless business. The podcast covers the impact of convergence on the cable business, the importance of cable companies in providing wireless services, and the challenges faced by wireless providers. Moffett also talks about founding MoffettNathanson, a research firm specializing in media communications.
Nov 23, 2023 • 1h 56min
Bill Chen - Is Now The Time for REITs
Bill Chen, Managing Director at Rhizome Partners, shares his thoughts on why publicly traded REITs are an attractive opportunity. They discuss the potential of investing in multifamily REITs for higher yields and inflation protection. The podcast also explores the impact of changing demographics on the rental market and the challenges faced by smaller players in real estate investments.
Nov 16, 2023 • 1h 9min
Andrew McAfee - The Geek Way
Andrew McAfee, a principal research scientist at MIT Sloan School of Management and author of 'The Geek Way', discusses the unique management style of 'geek companies'. He explores the impact of bureaucracy on organizations, the influence of norms on behavior, the importance of conducting experiments and making informed decisions, the need for productive disagreement in organizations, and the power of vulnerability in changing company culture.
9 snips
Nov 10, 2023 • 1h 51min
Jeremy Raper Returns
Jeremy Raper, with 12+ years of buy- and sell-side experience, returns to The Business Brew to discuss various topics. These include the impact of the geopolitical situation and market downturn, Alto Ingredients' position in the ethanol industry, carbon capture and storage for ethanol refineries, social activism and creating value for shareholders, lessons learned from leasing during COVID, the importance of price in investment decision-making, the government's case against an airline merger, and the bullish stance on Japan's value proposition.
Nov 2, 2023 • 2h 10min
Keith Smith - Looking At Unique Ideas
Keith Smith, a guest with over 20 years of business valuation experience, discusses unique ideas and topics such as BDCs, auto dealers, recurring service revenue, and consolidation in car dealerships. The podcast also covers the challenges faced by banks, the importance of understanding recourse in commercial real estate investing, success in automotive dealerships in Japan and Korea, managing dilution and accounting challenges, and strategies for improving ROI through acquisitions.
Oct 26, 2023 • 2h 19min
Ryan O'Connor
Ryan O'Connor from Crossroads Capital discusses Nintendo, inflection investing, Japan's corporate governance reforms, the complexity of financial reporting, and the potential partnership between Nintendo and Comcast. They also explore portfolio management challenges, the state of small and micro-cap companies, the importance of quality and long-term thinking in investing, and analyze the Google Adtech trial and its implications on the market.
