Value Hive Podcast

Managing Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23)


Listen Later

Today's guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group. 

I'm excited to share our conversation as Bill's quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show. 

During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between. 

Here's the timeline: 

  • [0:00 - 6:00] Who is Bill Brewster?
  • [7:00 - 10:00] How Bill's Investment Style Has Changed
  • [11:00 - 19:00] Thinking About CEO Pay 
  • [20:00 - 27:00] The Power of Surviving
  • [28:00 - 37:00] Lessons From Bill's Mistakes
  • [38:00 - 44:00] RH & Bill's Investment Process
  • [46:00 - 55:00] How Bill Thinks About Valuation
  • [56:00 - 60:00] Capital Accounts Blog Post
  • [61:00 - 72:00] Incremental Free Cash Flow & Industry Analysis
  • [73:00 - End] Airline Industries & What Bill Would Tell Young Investors
  • Make sure you follow Bill on Twitter. His handle is @BillBrewsterSCG

    You can also follow his blog at https://sullimarcapital.group/


    ...more
    View all episodesView all episodes
    Download on the App Store

    Value Hive PodcastBy Brandon Beylo

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    87 ratings


    More shows like Value Hive Podcast

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,065 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    924 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,289 Listeners

    Grant’s Current Yield Podcast by Grant's Interest Rate Observer

    Grant’s Current Yield Podcast

    664 Listeners

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

    Capital Allocators – Inside the Institutional Investment Industry

    797 Listeners

    Superinvestors and the Art of Worldly Wisdom by Jesse Felder

    Superinvestors and the Art of Worldly Wisdom

    416 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    272 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    362 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    301 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    66 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    105 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    353 Listeners

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

    Behind the Balance Sheet

    45 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    272 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    92 Listeners