The Business Brew

By Bill Brewster

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... more

4.7

246246 ratings

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FAQs about The Business Brew:

How many episodes does The Business Brew have?

The podcast currently has 184 episodes available.

The Business Brew episodes:

December 25, 2020 Jack Rohrbach - A Success Story
This episode details the successful career of Jack Rohrbach. Jack began as a salesman and worked his way up. He made the most of every opportunity. While he often attributes his success to luck, it’s clear he was a team player who found out how to help those above him. In doing so, he became a leader. Our favorite quote of the interview occurred when Jack was talking about his later career. When asked how it felt to have a lot of employees working for him, he responded “I don’t look at it that way. I always thought I worked for them.” This episode show what persistence, hard work, and an open mind can accomplish. Jack went on to be Chairman of the Board for 10 portfolio companies at Kohlberg & Co. We hope you enjoy this holiday edition of The Business Brew. Thank you for tuning in. Happy Holidays and Happy New Year.
...more
2h 25min
December 11, 2020 Tobias Carlisle - A Modern Walter Schloss
Tobias Carlisle is a well known author. He's written extensively about value investing. In our view, Deep Value is one of the best investment books ever written.

He is also the founder and managing director of Acquirers Funds, LLC. See acquirersfunds.com

We hope this interview answers some of the tougher questions people have for him regarding “value’s” underperformance. And, more importantly, we hope to introduce a really unique individual to the investing community.

We are grateful for his appearance on the pod.”
...more
2h 36min
November 27, 2020 Dan McMurtrie - The Next Market Wizard
The second episode of The Business Brew features Dan McMurtrie, PM at Tyro Partners. In this episode Dan pulls back the curtain on how a true hedge fund manager thinks. He discusses: A tough launch (13:20) Pivoting from "value" investing (17:50) Agency costs hurting "value" investments (20:35) Convergent & iterative thinking (32:40) Risk management and buying higher (44:20) The dangers of the value investing inoculation (46:50) THE DATING PAPER (58:00) Being early on COVID (1:08:00) TINA + Liquidity Shortages + FOMO (1:22:11) Businesses as networks of people (1:37:45) The anointed companies (1:46:00) Inflection points and when it "gets simple" 1:54:00 When paying more can reduce risk (2:00:00) We are grateful to him for sharing his mind. Please enjoy the episode.
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2h 16min
November 17, 2020 Michael Mitchell - Fundamental Opportunist
Welcome to the first episode of The Business Brew. Our first guest is Michael Mitchell. Michael is a former partner at Locust Wood Capital Advisors. He describes himself as 80% Greenblatt and 20% Buffett. Alternatively, he can be described as fundamental and opportunistic. Labels aside, he's a great thinker and a cool guy. So enjoy the episode and please subscribe to our feed.

...more
2h 22min

FAQs about The Business Brew:

How many episodes does The Business Brew have?

The podcast currently has 184 episodes available.

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