Evan Vanderveer - Customers are the North Star
Evan Vanderveer of Vanshap Capital joins The Brew to discuss investing in businesses built around a deep commitment to their customers. His...
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The Business Brew
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 consistentl...
Episodes
20 of 204 episodesMichael Kelley - Building Business and Life
Michael Kelley is a entrepreneur and community leader. You can find him running his Chick Fil A locations, at the school he started, coachin...
Steve Hou - Data Over Narrative
Steve Hou , Head of Research at Silicon Data , stops by to discuss solving problems associated with AI capex financing. Silicon Data provide...
Another Cyclical Masterclass with Robotti & Company
Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company , is in the room...
Another FDA vs uniQure Episode
Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media atten...
Revisiting Fairfax Financial
Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the progr...
Evan Tindell
Evan Tindell, CIO at Bireme Capital , returns to The Brew for a laid back conversation. The impetus for the conversation is Evan's Q4 letter...
Sonu Chawla - Managing Mid Cap Exposure - $TSCM
Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline,...
Notes From The Beauty Contest
@crashkolnikov on X, and author of Notes From The Beauty Contest Substack , joins the show. Notes From The Beauty Contest is a long form Sub...
Current Events - uniQure and the FDA
uniQure is a business that develops gene therapies. uniQure's AMT-130 is currently in the headlines. This podcast episode attempts to presen...
Jacob Shapiro - A "Geopolitical Cousin" Joins the Show
Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is a global thought lea...
Investing Unscripted
Jeff and Jason, from the Investing Unscripted podcast, stop by the show for some general investment banter. Decent laughs, hopefully some sm...
Adam Wilk
Adam Wilk, Founder and CIO of Greystone Capital Management discusses all things investing. Prior to launching Greystone, Adam worked in scou...
Paying It Forward
Some Sunday thoughts and an offer from Bill. Sponsorship Information Thank you to Trata for sponsoring the show. If you're listening t...
Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now
Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses coppe...
Quick Update
Just some brief thoughts to communicate what's going on. While you are waiting for a new episode try Trata ! trytrata.com/brew And remember...
Abdul Al Assad - Leverage For The People
Abdul Al Assad, founder of Basic Capital , joins the show to discuss why people deserve more leverage in their retirement portfolios. A smar...
Jim Hayes - Emerging Opportunities
In this conversation, Jim Hayes , founder of Lucerna GlobalCapital, shares why he thinks there is an opportunity in emerging markets. Prior...
Just Some Bill
Bill pops in for a short rant and an update on some of his thoughts. As always, thank you for listening. Have a wonderful Thanksgiving! Tell...
Mark Cooper - Hunting Internationally for Value
Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in internation...