The Business Brew

Brian Feroldi - Man or Machine?!


Listen Later

Brian Feroldi (@brianferoldi on Twitter) joined The Business Brew to discuss his investment philosophy.  Brian is doing some very cool things to spread the message of personal finance and intelligent investing.  Matt Cochrane (@matt_cochrane on Twitter) and Austin Lieberman (@libermanaustin on Twitter) vouch for him as a person.  That means something to Bill.      As for the discussion, Bill enjoyed speaking to Brian very much.  Brian is process driven, open minded, and implements a different style from Bill's.  Thus, he's exactly the type of guest Bill looks to speak to.     Bill's takeaways from this conversation are as follows:   Brian is smart, writes everything down, has an intelligent mental model of how the world works, is trying his best to do something positive for the finance industry, and has a passion for learning. He looks for businesses with huge potential and market caps that are capable of growing for a long time.  He articulates some of the concepts behind David Gardner's "Rule Breaker" philosophy very well in this episode.    Studying the philosophy that underlies Brian's strategy has been a great experience for Bill.  The strategy is very different from Warren Buffett's, but it has created impressive outcomes for those that follow it.  While Buffett takes large swings, Brian's strategy involves owning many companies and allowing the stocks to grow into concentrated bets. As he says, "make your biggest holdings earn their spot."   We hope you enjoy this conversation.  If you do then please subscribe to Brian's Substack https://brianferoldi.substack.com/ and YouTube channel at https://www.youtube.com/channel/UCs60_Z83HU76uygzHRQl0kA. 

ALSO, PLEASE GIVE US A 5 STAR RATING IN THE APP STORE IF YOU LIKE WHAT WE ARE DOING.     Thank you for listening!
...more
View all episodesView all episodes
Download on the App Store

The Business BrewBy Bill Brewster

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

247 ratings


More shows like The Business Brew

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,371 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

795 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

274 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

195 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

209 Listeners

Excess Returns by Excess Returns

Excess Returns

87 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

349 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

43 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

97 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

158 Listeners