Dan Rasmussen - Sacred Cow Slayer

This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate. In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the importance of patience in investing. Dan also touches on his approach to investigating biotech investing. We hope you enjoy the show. Sponsorship Information Thank you to ⁠Fiscal.ai⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠fiscal.ai/brew⁠⁠ , you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠ Fiscal.ai ⁠ ⁠Fiscal.ai⁠ is the complete modern data terminal for global equities. The ⁠Fiscal.ai⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠Fiscal.ai⁠ ’s data is updated within minutes of earnings reports. ⁠Fiscal.ai⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. Like to track Amazon’s Cloud Revenue? They’ve got it. How about Spotify’s premium subscribers? Or Google’s quarterly paid clicks? They’ve got all of it. Takeaways Private equity is often treated as less risky than it truly is. The recent decline in private equity fundraising indicates a shift in investor sentiment. Future growth rates are unpredictable. Focus on profitability and quality in business investments. Volatility is predictable both in cross-section and time series. Japan may be a good place for value investors to hunt.

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Dan Rasmussen - Sacred Cow Slayer is an episode from The Business Brew by Bill Brewster.

This episode is 01:00:05 long.

This episode was published on Sep 25, 2025.

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