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The Business Brew
Bill Brewster
189 episodes
1 week ago
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. 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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.
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Investing
Business
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All content for The Business Brew is the property of Bill Brewster and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.
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Investing
Business
Episodes (20/189)
The Business Brew
Quick Update

Just some brief thoughts to communicate what's going on. While you are waiting for a new episode try Trata! trytrata.com/brew


And remember to use Fiscal.ai for all your data needs. Fiscal.ai/brew

Show more...
1 week ago
10 minutes 44 seconds

The Business Brew
Abdul Al Assad - Leverage For The People

Abdul Al Assad, founder of Basic Capital, joins the show to discuss why people deserve more leverage in their retirement portfolios. A smart man once said that "men go broke over ladies, liquor, and leverage." Abdul articulates a different version of leverage; specifically medium duration (10 year) non callable, non recourse leverage. In the episode Abdul acknowledges the potential for large market to market drawdowns. That said, he challenges the listeners to think through the long-term implications of what he is saying.


We hope you enjoy the discussion.


Sponsorship Information

Thank you to ⁠Trata⁠ for sponsoring the show.

If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠trytrata.com/brew⁠ OG Sponsor Shoutout!

Thank you to ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.




Show more...
3 weeks ago
1 hour 24 minutes 16 seconds

The Business Brew
Jim Hayes - Emerging Opportunities

In this conversation, Jim Hayes, founder of Lucerna GlobalCapital, shares why he thinks there is an opportunity in emerging markets. Prior to founding Lucerna, Jim spent 13 years at Fidelity. Jim's last role at Fidelity was covering a number of sectors in the $35Bn Fidelity Series Emerging Market Fund. This discussion highlights the potential opportunities in Latin America and Southeast Asia.


In other news, thank you for your support. 763,000 minutes were spent listening to this show in 2025. Let's go!



Sponsorship Information

New Sponsor Alert!

Thank you to Trata for sponsoring the show.

If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to trytrata.com/brew 
OG Sponsor Shoutout!

Thank you to ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠

⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.


Show more...
1 month ago
59 minutes 18 seconds

The Business Brew
Just Some Bill

Bill pops in for a short rant and an update on some of his thoughts. As always, thank you for listening. Have a wonderful Thanksgiving!


Tell the people you love that you love them. "People never get the roses while they can still smell them." - West, Kanye


Sponsorship Information

Thank you to ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠

⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.




Show more...
1 month ago
30 minutes 58 seconds

The Business Brew
Mark Cooper - Hunting Internationally for Value

Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets.


Mark has 20 years of experience in equity investing and almost 9 years in commodity trading, working at top-tier hedge funds and mutual funds with some legendary value investors.


Mark’s experience prior to founding MAC Alpha Capital Management:

  • Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.
  • Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.
  • Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.
  • Analyst, Pequot Capital Management, 2002 to 2004 
  • Portfolio Manager, JP Morgan, 1992 to 2000 | Fixed income, commodities, and foreign exchange asset classes, co-managing a $50 billion notional value portfolio investing in both European and exotic options and managing a $10 billion portfolio focused on long-dated gold and silver.
  • Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value Investing


Education and Credentials:


  • MBA - Columbia Business School 2002 | Bachelor of Science - Massachusetts Institute of Technology 1991. Former US Army officer Former Vice Chairman of Harlem success academy HSA #2 (a charter school) |Co-author of Value Investing: From Graham to Buffett and Beyond  – Second Edition.



Sponsorship Information

Thank you to ⁠⁠⁠Fiscal.ai⁠⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠Fiscal.ai⁠⁠⁠

⁠⁠⁠Fiscal.ai⁠⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠⁠Fiscal.ai⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠Fiscal.ai⁠⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠⁠Fiscal.ai⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.



Show more...
1 month ago
1 hour 23 minutes 47 seconds

The Business Brew
Matthew Quigley - Pricing Potential: How Lending and NIL Are Changing Sports

Matthew Quigley, Founder of Draft Line Capital, stops by the show to discuss lending to athletes. Matthew got involved in sports via FSU's booster program. He eventually joined FSU to work on recruiting and coaching students on how maximize NIL earnings.


Matthew now runs Draft Line Capital. Draft Line lends to athletes to help them: with working capital, purchase loss of value insurance, and more. Notably, Draft Line will not lend for frivolous expenses. Learn more listening! Contact Matthew by going to DraftLineCap.com.


Bill references an Amazon show: The Money Game. That is worth a watch for some background.


Sponsorship Information

Thank you to ⁠⁠⁠Fiscal.ai⁠⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠Fiscal.ai⁠⁠⁠

⁠⁠⁠Fiscal.ai⁠⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠⁠Fiscal.ai⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠Fiscal.ai⁠⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠⁠Fiscal.ai⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.



Show more...
2 months ago
1 hour 12 minutes 6 seconds

The Business Brew
Peter Mantas Returns

Peter Mantas of Logos LP, ⁠https://www.logoslp.com/⁠, stops by The Business Brew for an update. The previous episode discussed the potential of the life sciences industry. Since then uniQure released potentially groundbreaking results. Hence, Peter came back for an update.


Shoutout to the ClearPoint group chat!  


For more information on how Peter invests, please see ⁠https://podcasts.apple.com/us/podcast/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817⁠ on Apple or ⁠https://open.spotify.com/episode/6r003LhN4REFSxYxogPWXH?si=7ApTcSdmRzepl5oW44friw⁠ on Spotify.  

Sponsorship Information

Thank you to ⁠⁠Fiscal.ai⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠fiscal.ai/brew⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠Fiscal.ai⁠⁠

⁠⁠Fiscal.ai⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠Fiscal.ai⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠Fiscal.ai⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠Fiscal.ai⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.


Show more...
2 months ago
1 hour 36 minutes 27 seconds

The Business Brew
Maja Vujinovic - Crytpo Convo; Ethereum's Role In The Ecosystem

Maja Vujinovic stops by The Business Brew for a crypto discussion. Maja is CEO of FGNX, a D.A.T. The meat of this conversation is about Maja's experience in payments and how that led her to crypto. Maja then discusses Bitcoin and Ethereum's role in the modern financial system.


Sponsorship Information

Thank you to ⁠⁠Fiscal.ai⁠⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠fiscal.ai/brew⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠Fiscal.ai⁠⁠

⁠⁠Fiscal.ai⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠Fiscal.ai⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠⁠Fiscal.ai⁠⁠’s data is updated within minutes of earnings reports. 

⁠⁠Fiscal.ai⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.

Takeaways

Maja Vujinovic has been in the crypto space since 2010.

Mobile payments are crucial for developing markets.

Bitcoin's peer-to-peer nature addresses remittance issues.

Traditional banks often overlook developing markets.

Ethereum serves as a financial layer, while Bitcoin is a reserve asset.

Stablecoins are essential for programmable finance.

Tokenization can unlock liquidity in illiquid assets.

Government regulation is crucial for crypto's future.

The cultural mindset in large corporations can hinder innovation.

Tokenization can expand market access and reduce operational costs. Maja believes Bitcoin is being brought mainstream by companies like MicroStrategy.

Treasury companies can provide exposure to crypto assets without direct ownership.

Family offices are increasingly interested in holding crypto through equity in companies.

Ethereum is seen as a bridge for traditional finance to enter the crypto space.

The future of finance is digital, with a focus on AI and crypto integration.

Scale in the crypto ecosystem allows for greater influence and capital attraction.

Vujinovic emphasizes the importance of community in the success of cryptocurrencies.

The younger generation is moving away from traditional assets like treasuries.

AI and crypto are expected to evolve together, creating new opportunities.

Shitcoins have a place in the market, driven by community engagement.



Show more...
2 months ago
1 hour 37 minutes 38 seconds

The Business Brew
Dan Rasmussen - Sacred Cow Slayer

This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate.

In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the importance of patience in investing. Dan also touches on his approach to investigating biotech investing.

We hope you enjoy the show.

Sponsorship Information

Thank you to ⁠Fiscal.ai⁠ for sponsoring the show.


DISCOUNT INFO: If you use the affiliate link ⁠⁠fiscal.ai/brew⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠Fiscal.ai⁠

⁠Fiscal.ai⁠ is the complete modern data terminal for global equities.

The ⁠Fiscal.ai⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, ⁠Fiscal.ai⁠’s data is updated within minutes of earnings reports. 

⁠Fiscal.ai⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.

Takeaways

Private equity is often treated as less risky than it truly is.

The recent decline in private equity fundraising indicates a shift in investor sentiment.

Future growth rates are unpredictable.

Focus on profitability and quality in business investments.

Volatility is predictable both in cross-section and time series.

Japan may be a good place for value investors to hunt.




Show more...
3 months ago
1 hour 5 seconds

The Business Brew
David Gardner - Mastering the Art of Long Term Investing

David Gardner returns to discuss his new book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. After decades of research, the book is a culmination of David's work in investing. This conversation should whet your appetite and help understand David's philosophy.


Takeaways

Investing requires a long-term mindset and patience.

Market volatility is a natural part of investing.

Concentration in a few strong positions can be beneficial.

Initial position sizing should be conservative, typically around 5%.

Avoid adding to losing positions; focus on winners.

Understanding the brand and leadership of a company is crucial.

Total addressable market can expand, leading to growth opportunities.

AI can enhance investment strategies and content creation.

Investing is about understanding the underlying business, not just stock prices.

Building a portfolio should reflect personal values and vision.


Other Episode

You can find David and Bill's first conversation at:

Apple: https://podcasts.apple.com/us/podcast/david-gardner-an-investing-fool/id1540847053?i=1000542928487

Spotify: https://open.spotify.com/episode/6QQaQXlOz4mvjFS425vkQs?si=VsXHLcseTneft5J0APQS_Q

Youtube: https://www.youtube.com/watch?v=VXijHth4OrU



Sponsorship Information

Thank you to Fiscal.ai for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠fiscal.ai/brew⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About Fiscal.ai

Fiscal.ai is the complete modern data terminal for global equities.

The Fiscal.ai platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, Fiscal.ai’s data is updated within minutes of earnings reports. 

Fiscal.ai also tracks all the company-specific Segment & KPI data so you don’t have to. 

  • Like to track Amazon’s Cloud Revenue? They’ve got it.

  • How about Spotify’s premium subscribers? 

  • Or Google’s quarterly paid clicks?

They’ve got all of it.


Show more...
3 months ago
1 hour 30 minutes 52 seconds

The Business Brew
Braden Dennis - Beyond Bloomberg: Competing in the AI Era of Finance

Braden Dennis stops by to discuss building Fiscal.ai. Long time show listeners may remember Stratosphere.io. That was "Era 1" of the company. Today, Braden is working on "Era 3" of the company; Fiscal.ai.


Braden talks about building a product for himself, to acquiring customers, to early LLM adoption, and finally to competing with FactSet. Fiscal.ai recently raised $10mm in a Series A round led by Portage and Social Leverage.


We hope you enjoy the conversation. It's a cool story.


ALSO, if you use the affiliate link fiscal.ai/brew, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans.


Thank you for using the affiliate link, I appreciate the support. -Bill

Show more...
3 months ago
1 hour 27 minutes 51 seconds

The Business Brew
Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business

Spencer Cibelli, Investment Associate at Robotti & Company, stops by to discuss Haypp Group; the world’s largest online retailer of nicotine pouches and traditional snus products. The nicotine pouch category is, as Mugatu would say, "So hot right now." Spencer details Haypp's unique characteristics, benefit to customers, and value offered to suppliers. This business has an interesting niche. And may just be an unlikely "Win-Win-Win" example. Enjoy the episode!


Sponsor Notes

This episode is brought to you by Fiscal.ai


Fiscal.ai is the complete modern data terminal for global equities. The Fiscal.ai platform combines a powerful user experience with all the financial data capabilities that professional investors need. 

Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. 

And unlike legacy data terminals where it can take hours or even days, Fiscal.ai’s data is updated within minutes of earnings reports. Fiscal.ai also tracks all company specific Segment & KPI data so you dont have to!
Use my affiliate link fiscal.ai/brew, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. 


Takeaways

Haypp is the world's largest online retailer of nicotine pouches.

The company has a unique data insights business that contributes to its revenue.

Consumer behavior in the nicotine pouch market shows a willingness to switch brands.

Regulatory challenges are significant but manageable for Hape.

Pricing strategies allow Haypp to offer lower prices than traditional retailers.

The growth potential in the nicotine pouch market is substantial, especially in the US.

Management's long-term vision is focused on market share growth.

Valuation metrics suggest Haypp is an attractive investment opportunity.

The online penetration of nicotine products is still low, indicating room for growth.

Haypp's relationships with manufacturers are symbiotic and beneficial for both parties.




Show more...
4 months ago
1 hour 12 minutes 30 seconds

The Business Brew
Jeffrey Collins - Uncorrelated Private Assets

Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. The discussion covers various investment opportunities, including sports rights, telecom spectrum auctions, dark fiber, and intellectual property. Jeff shares insights on navigating regulatory changes and lessons learned from past investments, ultimately highlighting the future outlook for investment strategies in a rapidly evolving market.


Takeaways


Cloverlay specializes in esoteric niche private assets.

The firm manages $1.6 billion in assets.

Investments are designed to be uncorrelated and predictable.

Understanding correlations is key to portfolio management.

Investing in sports rights was a unique opportunity in 2020.

Telecom spectrum auctions favor smaller investors.

Dark fiber investments are critical for data centers.

Regulatory changes can create new investment opportunities.

Past investments provide valuable lessons for future strategies.

Cloverlay aims to be a resource for institutional investors.



Jeff's Bio


Jeff serves as Managing Partner of Cloverlay and is a member of the Firm’s Investment Committee and Board of Directors. Prior to founding Cloverlay, Jeff was a Managing Director with Morgan Stanley Alternative Investment Partners (AIP), a division of Morgan Stanley’s institutional asset management business. While at AIP, Jeff was a member of the Executive and Business Committees and served on AIP’s Private Markets Investment Committee as a Portfolio Manager responsible for leading primary fund, co-investment and secondary transactions focused on special situations globally and North American buyouts. Prior to AIP, Jeff advised and traded equity options and futures with U.S. hedge funds in Morgan Stanley’s Equity Derivatives Group in New York. Prior to Morgan Stanley, Jeff was on the investment team at Petra Capital Partners, where he was responsible for screening, researching, structuring and monitoring private equity investments in health care and information services companies. Prior to Petra Capital, Jeff was an investment banker at Robertson Stephens, where he executed a variety of public and private equity, debt and convertible offerings along with mergers and acquisitions in financial services, health care, and business services.

Show more...
4 months ago
1 hour 6 minutes 13 seconds

The Business Brew
Ryan Dobratz - Fannie, Freddie & The Future

Ryan Dobratz stops by to discuss various aspects of the real estate market, primarily focusing on Freddie Mac and Fannie Mae. The discussion touches on the political implications surrounding Freddie and Fannie, as well as trends in the residential housing market and manufactured housing policies. Weaved into the conversation is interest rates, CPI, and the impact of AI on industrial real estate.


Takeaways

  • The real estate market is currently experiencing a divergence in performance across different sectors.
  • Interest rates and CPI are critical factors influencing the real estate market.
  • AI is expected to drive efficiencies in industrial real estate logistics.
  • Freddie and Fannie are facing political and market pressures as they consider exiting conservatorship.
  • Preferred shares in Freddie and Fannie present a compelling investment opportunity despite capped returns.
  • The residential housing market is showing signs of recovery, particularly in new home construction.
  • Manufactured housing is gaining attention due to affordability concerns and potential policy changes.
  • The timber market is facing challenges but has potential upside due to supply constraints.
  • Investors should be cautious about the political landscape affecting Freddie and Fannie.
  • Overall, the real estate sector offers various investment opportunities, but careful selection is necessary.



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4 months ago
1 hour 12 minutes 45 seconds

The Business Brew
Stuart Loren - Navigating the Age of Social Disruption

Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea).

Stuart explores how economic, social, and political disaffection is reshaping investment opportunities and societal dynamics. He highlights the decline in geographic mobility, the housing crisis, and the rise of populism as key factors influencing current political landscapes. The discussion also touches on the impact of AI on economic growth and the challenges faced by local and federal governments in addressing these issues.

Stuart can be found on X and LinkedIn.


Takeaways


We're experiencing a period of social disaffection.

Geographic mobility has significantly decreased over the years.

The housing market is becoming increasingly unaffordable for many.

Political responses are shifting towards populism on both sides.

Economic mobility is declining, leading to frustration among younger generations.

Trust in government institutions is at an all-time low.

Social connections are weakening, leading to increased political polarization.

AI could play a crucial role in future economic productivity.

Local politics are becoming more important in addressing social issues.

Investors need to adapt to a changing political and economic landscape.



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4 months ago
1 hour 19 minutes 29 seconds

The Business Brew
James Davolos - Liquid Assets: Water’s Role in Oil’s Future

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production.


He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive landscapes, and the future outlook for investment opportunities in this niche sector.


Takeaways

Water solutions in the oil and gas sector are becoming increasingly important due to rising water cuts in production.

The Permian Basin generates significant amounts of produced water, necessitating effective management solutions.

Market misunderstandings can create opportunities for companies specializing in water management.

The competitive landscape is shifting, with water management companies gaining leverage over traditional oil and gas firms.

Investment opportunities may exist in companies with strong water management capabilities and innovative technologies.

The future of energy will likely require a balance of traditional hydrocarbons and innovative water solutions.

Long-term investment strategies are essential for navigating the complexities of the energy sector.


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5 months ago
1 hour 7 minutes 32 seconds

The Business Brew
Diversifying Concentrated Positions While Deferring Taxes with Wes Gray


Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative.


Find Wes at:

Twitter: https://x.com/alphaarchitect

RIA/blog/education: http://alphaarchitect.comETFs: http://funds.alphaarchitect.comWhite label ETF: http://etfarchitect.com

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6 months ago
1 hour 6 minutes 46 seconds

The Business Brew
Andrew Freedman - AI Insights, Integration, and Best Practices

Andrew Freedman, Communications Analyst at Hedgeye Risk Management, stops by to discuss his experience integrating AI in his life. Bill contacted Andrew after Andrew tweeted "So many (very smart) people still can’t grasp the implications of AI…" This episode is premised on that tweet. It's a good one!


Follow Andrew on X at https://x.com/HedgeyeComm or connect with him on LinkedIn at https://www.linkedin.com/in/andrew-freedman-cfa/


Mary Meeker's AI Presentation/Deck - https://www.bondcap.com/report/tai/#view/0


Follow Bill on X at https://x.com/BillBrewsterTBB

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7 months ago
1 hour 42 minutes 36 seconds

The Business Brew
John Huber - Mental Flexibility and Trying To Win The Game

The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.


Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!


🧠 What You’ll Learn in This Episode 
📌 Strategic insights into value investing 
📌 How to evaluate high-quality growth companies 
📌 The risks of overpaying and the dangers of outsourcing your thinking 
📌 Thoughts on Berkshire Hathaway’s future 
📌 Portfolio management and balancing writing with fund operations 
📌 Opportunities beyond the S&P 500 

 

🕰️ Timestamps 
00:00 – 👤 John Huber’s Introduction 
03:10 – 📉 Berkshire & Market Reflections 
06:22 – 💹 Investment Strategies & Market Insights 
11:10 – 🚀 Evaluating Growth Engines in Quality Companies 
17:02 – 🏢 Tech Giants & Capital Expenditure 
26:30 – 🏦 Banking Sector & Investment Risks 
34:48 – ⚠️ The Risk of Overpaying for Stocks 
36:00 – 🔄 Adapting Investment Strategies 
37:57 – 🧩 The Danger of Outsourcing Thinking 
40:51 – 🌍 Opportunities Outside the S&P 500 
47:24 – ✍️ Balancing Writing & Fund Management 
01:00:22 – 🔮 The Future of Berkshire Hathaway 
01:07:25 – 👋 Concluding Thoughts & Farewells 

 

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7 months ago
1 hour 6 minutes 19 seconds

The Business Brew
Andy Constan on Today's Macro Backdrop

Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.


Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.


As for Andy's formal background, his bio reads as follows:

Andy Constan graduated with a degree in Bioengineering from the University of Pennsylvania in 1986.

Following he spent 35 years investing and trading global equities, spending 17 years at Salomon Brothers.

Following he started honing his Macroeconomic Knowledge in 2010 working at Bridgewater Associates and Brevan Howard.

Since then he has worked on growing Damped Spring Advisors.


We hope you enjoy the conversation.

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8 months ago
58 minutes 29 seconds

The Business Brew
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. 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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.