The Meb Faber Show - Better Investing

Latest Episodes:

Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art | #333 Jul 26, 2021

Show notes

In episode 333, we welcome our guest, Rob Forster, co-founder of Wonderbird Spirits, Mississippi's first grain-to-glass gin distillery.

In today’s episode, we hear how Rob stopped practicing law and decided to open up a distillery to create two gold-medal winning gins. Rob shares what it was like to get the company off the ground and then dives into the process of distilling the alcohol from start to finish. We talk about the regulatory differences to sell directly to restaurants and sell DTC in 37 states, and why the little things like choosing what bottle to use makes a huge difference.

As we wind down, we hear about Wonderbird Spirits’ current fundraising experience and what the future holds for the company.

Please enjoy this episode with Wonderbird Spirits’ Robert Forster.

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Today's sponsor rides on two wheels: Riders Share is the Airbnb of motorcycles. On Riders Share, people and businesses list motorcycles for rent. Since launching in 2018, over 15,000 people have shared their motorcycles on Riders Share, creating the largest variety of motorcycles available for rent in the world. People who list their motorcycles for rent have a great return on investment, while people who rent on Riders Share save up to 70% compared to traditional motorcycle rentals. Riders Share finds vetted licensed customers, supplies insurance, roadside assistance and handles payments on behalf of its motorcyclists. To learn more, please visit www.riders-share.com

Mebisode – Journey to 100X | #332 Jul 23, 2021

Show notes

Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework around sizing, timing, and diversification. Finally, he shares his advice on how to craft a plan if you want to get started yourself.

Click here to read Meb’s piece

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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point | #331 Jul 21, 2021

Show notes

In episode 331, we welcome back our guest, Phil Nadel, co-founder of Forefront Venture Partners, one of the largest and most successful syndicates on AngelList.

Click here to listen to Phil’s first episode on The Meb Faber Show.

In today’s episode, we start with an update since Phil first appeared on the show more than three years ago. We touch on some of Phil’s portfolio companies, including names you’ve heard from directly on this podcast like Grove Collaborative, Ten Spot, PartySlate and Remoov. After learning about Phil’s role on Gimlet’s podcast “The Pitch,” we hear why he chose to launch a rolling fund and the benefits a rolling fund provides to both founders and investors.

Please enjoy this episode with Forefront Venture Partners’ Phil Nadel.

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Follow Meb on Twitter at @MebFaber

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Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Visit www.nordvpn.com/meb for 73% off of a 2-year plan plus 4 months free.

Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles | #330 Jul 19, 2021

Show notes

In episode 330, we welcome our guest, Guillermo Cornejo, founder and CEO of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States.

In today’s episode, we hear why peer to peer rentals for motorcycles works even better than for cars! Guillermo walks us through what it’s been like to build out the marketplace and get both supply and demand. Throughout the entire conversation, he focuses on the importance of risk management, whether it’s through insurance, verifying renters have motorcycle licenses, or avoiding theft of the bikes.

As we wind down, we hear what the future of the company looks like as Guillermo considers expanding to Europe.

Please enjoy this episode with Riders Share’s Guillermo Cornejo.

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Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329 Jul 14, 2021

Show notes

In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners.

In today’s episode, Samantha shares how sending her resume to someone by the name of Bill Miller led to her starting as an analyst under Bill 20 years ago. We hear how the firm defines value and thinks about its edge in the investment process. Then Samantha walks us through some names in her portfolio and the thesis behind them, including ADT, Stitch Fix, GM, and even some SPACs.

As we wind down, we go back in time and have Samantha walk through what was going through her mind as she navigated 2020 and the lessons learned from that experience.

Please enjoy this episode with Patient Capital Management and Miller Value Partners’ Samantha McLemore.

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This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their 15,000 person wait list.

Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun - Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing | #328 Jul 12, 2021

Show notes

In episode 328, we welcome our guest, Katie Echevarria Rosen Kitchens, co-founder of FabFitFun, a lifestyle membership that provides a curated selection of full-size products each season.

As a special offer for listeners of the show, visit fabfitfun.com and use the code “MEB” to get $10 off your first box.

In today’s episode, we hear about one of the most successful startups to come out of L.A.! Katie shares the origin story of how this media company transformed into a subscription service that now has 2 million members. She walks through the process of curating boxes for women of all ages throughout the entire country and what led them to use influencers before influencers were a thing.

As we wind down, we hear what’s in store for the future of the company as they build out an e-commerce offering.

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This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327 Jul 07, 2021

Show notes

In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977.

In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years. Mario walks us through what he thinks about when analyzing both industries and companies. He touches on the impact of fiscal and monetary stimulus, labor costs, and supply chains.

Then we walk through some different industries – media, autos, energy, and yes, I even got him to talk about my favorite – farmland and agriculture.

As we wind down, we hear about Mario’s recent focus on PPP – people, profits, planet, and why he chose to launch an actively managed ETF.

Please enjoy this episode with GAMCO Investor’s Mario Gabelli.

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Follow Meb on Twitter at @MebFaber

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Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a discounted 2-year plan plus a bonus gift.

Starup Series – Viktor Nebehaj, Freetrade - We Want Everybody To Have Access To Investing | #326 Jul 05, 2021

Show notes

In episode 326, we welcome our guest, Viktor Nebehaj, co-founder of Freetrade, whose mission is to get everyone investing by making it simple and commission-free with a stockbroker you can trust.

As a special offer for listeners of the show, visit freetrade.io/MEB and get a free stock worth 3 - 200 GBP.

In today’s episode, we start with Viktor’s early days at Google. Then hear how he went all-in on a crowdfunding campaign for Freetrade and loved the product so much he joined the company as a co-founder. We dive into the company, which offers commission-free brokerage without payment for order flow or margin lending. Viktor shares how the company makes money, what the appetite for this product has been like in Europe, and what it was like to navigate the craziness of 2021.

As we wind down, we hear about Freetrade’s crowdfunding experience, with seven total rounds raising roughly 60 million dollars.

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Follow Meb on Twitter at @MebFaber

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This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: www.bitwiseinvestments.com

Bhu Srinivasan, Author, Americana - Is The Entrepreneur More Important Or Is The Movement And Moment More Important? | #325 Jun 30, 2021

Show notes

In episode 325, we welcome our guest, Bhu Srinivasan, author of AMERICANA: A 400-Year History of American Capitalism and founder and CEO of SCORETRADE, which is developing the fastest and most precise in-game sports prediction experience possible. In today’s episode, we go all the back to the 1400s and hear how venture capital was behind the discovery of America. Bhu talks about some of the most successful entrepreneurs in American history, including Vanderbilt, Carnegie and Rockefeller. We talk about the role the government has played in helping American capitalism thrive, and the history of booms and busts and the role they serve over time. As we wind down, we discuss the future of capitalism in the U.S. and around the globe, and hear about Bhu’s current venture around crypto and sports gambling. ----- Follow Meb on Twitter at @MebFaber ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.

Edward McQuarrie, Santa Clara University - Sometimes Stocks Beat Bonds, Sometimes Bonds Beat Stocks | #324 Jun 28, 2021

Show notes

In episode 324, we welcome our guest, Dr. Edward McQuarrie, Professor Emeritus at Santa Clara University. In today’s episode, we hear why the ‘stocks for the long-run’ thesis may not be so true. Dr. McQuarrie found digital archives and older data that gives a different conclusion than what Professor Jeremy Siegel found. We walk through how stock and bond returns have changed over time and learn that bonds have outperformed stocks for decades in countries like France and Japan. We hear about Dr. McQuarrie’s ‘regime thesis,’ which says the risk/return profile of both stocks and bonds depends on what regime we’re in, both capable of outperforming or underperforming over any time horizon. Please enjoy this episode with Santa Clara University’s Edward McQuarrie. ----- This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: www.bitwiseinvestments.com

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