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The Business Brew — Business
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 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.

Copyright: © Bill Brewster

Latest Episodes:

Kyla Scanlon - A Finfluential Conversation Oct 04, 2021

Show notes

Kyla Scanlon stops by The Business Brew to discuss the life of a finance content creator. Kyla is a Gen Z financial content creator. Her content focuses on macro economics, monetary policy, crypto innovation, and more. She chooses to avoid stock discussions in an effort to avoid anything that could be deemed "pumping."
Bill wanted to speak with Kyla because he (a) is interested in how younger people are getting introduced to financial markets and (b) thinks she creates content the "right" way. Said differently, Bill appreciates how Kyla does what she does and wished more creators took the responsibility as seriously as she does.
The article referenced in this podcast can be found at https://www.wsj.com/articles/the-social-media-stars-who-move-markets-11630056601
This episode is brought to you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

J Mintzmyer - Shipping Extraordinaire Sep 30, 2021

Show notes

J Mintzmyer (@mintzmyer) is a renowned maritime shipping analyst who directs the Value Investor's Edge ("VIE") research platform on Seeking Alpha. He stopped by The Business Brew to discuss the shipping industry. J is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives. Mr. Mintzmyer also hosts regular "Virtual Investor Forums," which are a must-attend for anyone interested in the shipping and infrastructure industries. As Head of Research at Value Investor's Edge, his trades and model portfolios have outperformed the shipping sector average for 6 consecutive years and have beaten the Russell 2000 for 5 of the past 6 years. J has earned a BS in Economics from the Air Force Academy, an MA in Public Policy from the University of Maryland, and is a PhD Candidate at Harvard University, where he researches global trade flows and security policy.
This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Rui Ma - Talking China Sep 23, 2021

Show notes

Rui Ma, co host of Tech Buzz China, stops by The Business Brew to discuss what is going on with China's current regulations. This conversation is nuanced, offers perspective on some of China's goals, and touches on a variety of subjects. The goal of the conversation is not to offer answers, per se. Rather, we are trying to help provide a framework of how to think about what the CCP might be attempting to achieve and help listeners think about how to analyze different Chinese competitive dynamics.

Rui has sixteen years of experience in technology and finance, spanning seed stage to pre-IPO investing, with a decade focused on China. She founded Tech Buzz China in 2018 to educate and consult investors, funds and entrepreneurs on Chinese tech companies products, strategies and trends. She previously worked at 500 Startups as an investment partner, and spent a decade in private equity and mergers & acquisitions roles at the Raine Group, Morgan Stanley and Merrill Lynch in both Silicon Valley and China. Rui holds a B.S. in Electrical Engineering and Computer Science from the University of California at Berkeley, and additional degrees from Tsinghua, INSEAD, UIUC and Harvard University.

We hope you enjoy this conversation with Rui. She has a great personality and is a fantastic resource. Please follow her on Twitter at @ruima and join her community at https://www.techbuzzchina.com/insider.
This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Logan Mohtashami - Bear Crusher Sep 16, 2021

Show notes

Major Topics: Housing and Macro

Logan Mohtashami is a housing data analyst, financial writer, and blogger covering the U.S. economy specializing in the housing market. Mohtashami’s work is frequently quoted in BankRate.com and Bloomberg financial. Logan is also a Lead Analyst for HousingWire. Mohtashami has been an invited speaker at the Americatlyst, California Association Of Realtors and the National Association Of Women In Real Estate Business, and other economic conferences. He is a recurring guest on Bloomberg Financial, where he discusses the health of the housing market. Logan Mohtashami, now retired, was a senior loan officer at AMC Lending Group, which has been providing mortgage services for California residents since 1987.
In this episode Logan stops by to describe his data driven process, why the US housing market is "unhealthy," why demographics are a tailwind through 2024, and how Logan pulled off a one of a kind trading year in 2020. Logan brings the heat with this one. Hope y'all enjoy!

This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Seth Porges - Director: Class Action Park Sep 13, 2021

Show notes

Major Topics: 80s Culture and Film Directing

Seth Porges stops by The Business Brew to discuss directing Class Action Park, a beautiful piece of art. The New Jersey and New York fans may appreciate this episode *a bit* more than the rest, but rest assured this is a fun conversation. Check out Class Action Park on HBO Max before listening if you are concerned with spoilers.
Why does this episode work on The Brew? Well, for one, because it's dope. But also, Seth bootstrapped production for the documentary. Furthermore, Action Park is one of the most fascinating businesses ever. A combo of freedom, negligence, and a darker side that led to some people dying.

We hope you enjoy the episode. You can follow Seth at @sethporges on Twitter. Bill can be reached at @BillBrewsterTBB on Twitter.

This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Thomas Braziel - An Esoteric Episode Sep 09, 2021

Show notes

Major Topics: Special Situations, Small Cap Investing, Unique Thinking
Thomas Braziel is the Founder and CIO at 507 Capital. The son of bankruptcy lawyers, Thomas was destined to become an expert in distressed investing. He loves looking at weird and esoteric trades and investments.
This episode covers behavioral investing, special situations investing, how illiquidity breeds good behavior, and Thomas' big win on his Mt. Gox claims. Thomas has a unique mind and introduces some ideas that are not en vogue in 2021. We hope Thomas' thoughts help expand the definition of an investment in some people's minds.

This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Jake Taylor - From First Principles Sep 02, 2021

Show notes

Major Topics: Process and Decision Making Improvement

Jake Taylor is CEO of Farnam Street Investments, Co-Host of Value After Hours, Host of the 5GQ podcast, author of The Rebel Allocator, and Founder of journalytic.com. Jake and Bill met at Berkshire and immediately became friends. While they invest differently, they have more in common than Value After Hours fans may think.

On Value After Hours Jake is known for his "veggie" segments, which are segments that tie investing ideas to other worldy concepts. He is very passionate about making the best decisions possible and drawing from a wide range of subjects.

We hope this episode highlights how Jake thinks about the world and spreads better decision making. Topics covered include:

-Base rates underpinning underwriting

-Bayesian updating

-Tracking what happens vs what you thought would happen

- Few stocks driving the majority of return. See https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2900447

- W. Brian Arthur's theory of Returns to Scale. See https://hbr.org/1996/07/increasing-returns-and-the-new-world-of-business

- And much more

We hope you enjoy this conversation!

This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Jim O'Shaughnessy - Man, Myth, Legend Aug 26, 2021

Show notes

Major Topics: The Human Mind, Life, and Quant Investing

Wall Street legend, best selling author, Godfather of FinTwit, and Chief Meme Officer James P. O'Shaughnessy joins The Business Brew. Jim is a one of a kind individual who took time out of his life to help Bill work through some real life issues earlier in the year. They connected as individuals and Bill values Jim's friendship highly.
This is a wide ranging conversation about finance, the human brain, and life. Jim has so much knowledge and shares it freely. Rather than summarize this conversation, we ask that you please give it the time and listen closely. The Business Brew guarantees there are thoughts worth adopting in this conversation.

This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.

Outro - Season 1 Jun 24, 2021

Show notes

New photo courtesy of Mike Ando. Please see https://www.mikeando.com/

Thank you to all the fans, guests, and especially to Mathew Passy. If you like the intro music you'll love this episode.

We will be back soon. Until then, thank you and take care!

-Bill

Rick Van Nostrand, CFA - Consistently Hunting For Real Value Jun 17, 2021

Show notes

Rick Van Nostostrand is a Partner and Senior Portfolio Manager at Cornerstone Investment Partners. Cornerstone is an investment boutique in Atlanta, Georgia. The firm manages "mid $2Bn" across a number of value strategies. They have a qualitative approach with a quantitative model that guides them. See https://cornerstone-ip.com/.

Prior to Conerstone, Rick was a voting member of the investment committee at EARNEST Partners and served on the Fundamental Value product at Invesco Capital Management. Previously, he worked in management consulting where he served clients across industries at both McKinsey & Company and Accenture (the Anderson Consulting). Rick earned an MBA with a concentration in Finance from Wharton (U Penn), and holds a Bachelor of Science in Computer Science Engineering from Southern Methodist University. This conversation covers: ~2:30 - Rick's Background ~3:53 - His consulting career at Accenture and McKinsey ~7:11 - College businesses, one of which could have been quite successful if Amazon existed ~13:57 - The theory that in the real world prices and value are seldom aligned ~ 16:23 - Need to develop an investment process and Cornerstone's philosophy ~ 22:21 - What Cornerstone's model told them about Microsoft that the market missed ~ 24:08 - Looking for high quality companies building value over time ~ 26:21 - ESG discussion ~29:36 - Risk subsidies driving valuation ~32:31 - Indexes and how they impact investment results and the market ~37:00 - What happened to certain stocks after the 1999 bubble burst ~38:00 - Investing in the late 90s ~43:00 - Buying the dip may not work forever ~45:00 - Avoiding financials in 2009 ~50:50 - Real option theory in valuation ~54:05 - Where Wells Fargo erred in remediation ~ 57:19 - Why Citigroup was a palatable turnaround investment ~1:01:00 - The benefit of investing with a team ~ 1:05:00 - Avoiding groupthink as a team ~1:07:00 - How to have investment teams function well ~1:14:00 - Building teams to last and culture ~1:19:00 - Miscellaneous discussion

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