• Summary

  • 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. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast. While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world. 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: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group 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.
    Bill Brewster
    Show more Show less
Episodes
  • May 12 2022

    Tim Laehy stops by The Business Brew to discuss his career as a CFO.  Tim, who served as Coinbase's first interim CFO (from 2017 to 2018), is often hired to come in and professionalize emerging companies' finance departments; setting them up to go public. Some examples of Tim's work include: organizing and developing robust accounting controls & capabilities, building & growing an international tax function,  establishing global treasury functions, and developing budgeting and reporting capabilities.

    Tim is a technology executive based in San Francisco. His experience spans multiple industries, including crypto currency brokerage & exchange, SaaS, enterprise software, and service. He has extensive experience as a public & private company CFO and has deep capital markets experience. He has managed three successful IPOs, three successful sell-side mergers, raised over $3B of capital at increasing valuations, managed significant revenue growth from pre-revenue to $1B annual revenue. During his career he has helped create more than $20B of value for multiple companies and investors. He has extensive buy-side and sell-side M&A experience serving public, private, domestic, and international companies.

    This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See https://bastiatpartners.com/.  Detailed show notes below.

    Please leave us a rating in your favorite podcast player.

    Album art photo taken by Mike Ando. Please see www.mikeando.com.

    Thank you to @mathewpassy (on Twitter) for the show production.

    Please leave us a rating in your favorite podcast player!


    This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See https://bastiatpartners.com/.  Detailed show notes below.

    Please leave us a rating in your favorite podcast player.

    Album art photo taken by Mike Ando. Please see www.mikeando.com.

    Thank you to @mathewpassy (on Twitter) for the show production.

    Please leave us a rating in your favorite podcast player!

    Show more Show less
    1 hr and 47 mins
  • May 5 2022

    Craig Fuller stops by The Business Brew to discuss the freight recession. Craig made news when his organization, FreightWaves, wrote an article forecasting a freight recession.  Craig's initial call discussed the trucking sector, but China's lockdowns may create a freight recession throughout the freight industry.

    This was a fun conversation.  It's a must listen if you are interested in the freight and logistics markets.

    Craig is great on the mic.  We hope you enjoy the discussion.

    Craig Fuller is CEO and Founder of FreightWaves, the only freight-focused organization that delivers a complete and comprehensive view of the freight and logistics market. FreightWaves’ news, content, market data, insights, analytics, innovative engagement and risk management tools are unprecedented and unmatched in the industry. Prior to founding FreightWaves, Fuller was the founder and CEO of TransCard, a fleet payment processor that was sold to US Bank. He also is a trucking industry veteran, having founded and managed the Xpress Direct division of US Xpress Enterprises, the largest provider of on-demand trucking services in North America.  Fuller also owns Flying Magazine.

    This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See https://bastiatpartners.com/.  Detailed show notes below.

    Please leave us a rating in your favorite podcast player.

    Album art photo taken by Mike Ando. Please see www.mikeando.com.

    Thank you to @mathewpassy (on Twitter) for the show production.

    Please leave us a rating in your favorite podcast player!

    Detailed Show Notes

    Open - Intro to freight

    11:20 - The state of US inventory levels

    19:30 - Will the freight market become very "choppy" for a while?

    24:27 - Will the US onshore or nearshore the supply chain?

    40:25 - What is it like to move JB Hunt's stock?

    47:30 - Is Old Dominion impacted by the freight recession?

    52:00 - How did Craig get into freight and trucking?

    58:40 - What you should think about as a consumer.

    61:30 - How is there oversupply in the trucking market with a trucking shortage?

    68:18 - The commonalities between different markets.

    72:10 - JB Hunt, and intermodal's, strength

    83:40 - Craig's media career

    85:30 - The dollar strength

    87:30 - What motivated Craig to write

    95:00 - Aftershow talk

    Show more Show less
    1 hr and 47 mins
  • Apr 28 2022

    This episode of The Business Brew is Bill participating in a group discussion about the future of streaming media services.  The forum was Twitter “Spaces,” an open forum where anyone can join the discussion and contribute.  We cover a number of topics over 2 hours of discussion.

    We hope you enjoy!

    This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See https://bastiatpartners.com/. Detailed show notes below.

    Please leave us a rating in your favorite podcast player!

    Album art photo taken by Mike Ando. Please see https://www.mikeando.com/

    Thank you to @mathewpassy (on Twitter) for the show production.

    Please leave us a rating in your favorite podcast player!

    Show more Show less
    2 hrs and 14 mins

What listeners say about The Business Brew

Average Customer Ratings
Overall
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Performance
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Story
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0

Reviews - Please select the tabs below to change the source of reviews.

Sort by:
Filter by:
  • Overall
    5 out of 5 stars
  • Performance
    5 out of 5 stars
  • Story
    5 out of 5 stars

Best Warren Buffett Style Investing Podcast

Great knowledge and experience from real people in the trenches that are value investing. If you’re looking to do the work and learn how to invest like the best value investors then this is a must listen podcast.