The Business Brew

Peter Mantas of Logos LP,  https://www.logoslp.com/ , stops by The Business Brew to discuss the state of the life sciences industry.  Life sciences is an industry that has produced many stocks that generated abnormal returns.  We hope to unpack some of the reasons behind those returns in this discussion.  For more information on how Peter invests, please see  https://podcasts.apple.com/us/podcast/...

Andrew Walker, author of Yet Another Value Blog , host of Yet Another Value Podcast , stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation! Sponsor Info: ⁠⁠ Daloopa  ⁠⁠is founded by a former hedge fund analyst to bring simplicity into the investment process. ⁠⁠ Daloopa  ⁠⁠offers an AI driven s...

Charles Frischer and Asheef Lalani stop by The Business Brew to discuss why they like Fairfax as an investment. Quick reminder to do your own work!!! Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a Bachelor of Mathematics and Masters of Accounting, earned the CA/CPA designation in 2002 and is a CFA charterh...

Arvind Sanger stops by The Business Brew to discuss his views on the world's sustainable energy transition. Mr. Sanger has a ton of experience and is a wealth of knowledge. He is the founder of Geosphere Capital, a global long-short fund manager currently investing in natural resources, new energy and Indian equities. Prior to that, between 2002 and 2007, Mr. Sanger was a Portfolio Manager at...

Derek Pilecki stops by The Business Brew to discuss Financials.  Derek is a Financials specialist with a track record that speaks for itself.  See https://gatorcapital.com/ for more information.  Derek currently manages a long/short financials strategy, long-only financials strategy, and various other individual portfolios. He has managed a private fund for 11 years. He also launched one mutual fu...

ValueStockGeek (“VSG”) stops by The Business Brew to discuss his evolution as an investor.  VSG can be found on Twitter at @valuestockgeek , his portfolio can be found at https://portfoliocharts.com/portfolio/weird-portfolio/ , and his blog is at https://www.securityanalysis.org/   We hope you enjoy the conversation. The Business Brew will be off for a few weeks after this episode. We shall return...

Ian Bezek stops by The Business Brew to discuss his thesis on why emerging markets, specifically Colombia and Mexico, might be extraordinary value today.  Ian is best known for his investment writing, which supports his day to day life.  His primary focus is Latin America. So much so that he moved from New York to Guatemala. He now resides in Colombia, which gives him unique perspective on the pol...

Braden Dennis, founder of Stratosphere.io , stops by The Business Brew to discuss how he developed the product, running a startup, sales, investing, and much more.  The Business Brew is grateful for Stratosphere.io 's sponsorship and can unequivocally state that this episode would run regardless of the sponsorship.  Bill has enjoyed getting to know Braden and the team and wishes them the best....

Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew.   Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on.  The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast host. He's also one cool dude. You can...

Dave Waters of Alluvial Capital Management, LLC stops by The Business Brew to discuss how he approaches investing.  You can find all his letters, partnership info, etc., at  https://alluvialcapital.com/ Dave primarily focuses on investments that you probably haven't heard of.  He invests in illiquid securities, foreign securities, companies coming out of bankruptcy, and more.  His portfolio is...

Josh Clarkson stops by The Business Brew to discuss alternative credit investments. Josh is a managing director at financial communications firm Prosek Partners, stops by The Business Brew to discuss communications, branding and marketing for alternative asset managers and his passion for working with clients in the private credit space.  Josh has over a decade advising a wide range of financial s...

Kritof Gleich, President and CIO of Harbor Capital Advisors, stops by The Business Brew to discuss his views on picking managers.  Kristof has over 20 years of investment experience with stints at Goldman Sachs, JP Morgan, and BlueCove Asset Management (which Ares purchased a stake in).  Harbor Capital Advisors spcializes in partnering with boutique investment managers in an effort to create super...

Mario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research, being involved and adding value to management tea...

Bill and Dr. Luke Benoit talk about Luke's invention, the RypStick.  This is a golf specific episode.  Luke Benoit founded RypStick, a product Bill uses and enjoys.  RypStick helps golfers add distance to their game and Bill wanted to feature Luke because he respects what Luke created. Normal episode will be back next week.

Note - This podcast has some advice that may be able to help you think about marketing your firm and/or yourself. Should you need a host, reach out to Bill. Should you need an editor, reach out to Mathew. Mathew Passy (@mathewpassy on Twitter), founder/owner of The Podcast Consultant stops by The Business Brew to discuss his career, how he started his business and became the person behind your fav...

Ian Cassel stops back by The Business Brew to check in.  As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps.  He is also the author of two books: Intelligent Fanatics Pr...

Devin Anderson, CEO and co-founder of Convexitas, stops by The Business Brew to discuss his firm's approach to risk management via options strategies. In short, Convexitas seeks to exploit structural options mispricing resulting from market participant's biases. What does that mean in plain English? Well, there are people that sell financial yield strategies that involve selling puts and s...

Michael Batnick, author of The Irrelevant Investor blog (https://theirrelevantinvestor.com/) and Big Mistakes: The Best Investors and Their Worst Investments (https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550) and Co Host of The Compound and Friends (https://podcasts.apple.com/us/podcast/the-compound-and-friends/id1456467014 for Apple and https://open.spotify.com/sh...

Dan Zwirn, CEO and CIO of Arena Investors, stops by The Business Brew to discuss his investing strategy.  Arena Investors, LP is a registered investment advisor that originates investments (generally below $50 million) with borrowers and other counterparties who need access to financing and are otherwise not able to access conventional sources.  They have complete mandate flexibility across indust...

Mike and Eli, hosts of Chasing Scratch: A Golf Podcast, join The Business Brew to discuss their podcast, how they monetize podcasts, what they were trying to accomplish when they started podcasting, and, yes, golf. Bill is a huge fan of the podcast they have put together.  Check it out on your favorite podcast player! Apple:  https://podcasts.apple.com/us/podcast/chasing-scratch-a-golf-podcast/id1...

Tom Gayner stops by The Business Brew to discuss a number of things. You can see the detailed show notes for specifics, below the stratosphere.io sponsor copy. In summation, Bill has wanted to interview Tom for a long time but didn’t know how to make the interview unique. We think this interview covers some topics Tom has not discussed elsewhere. Please consider attending Markel’s annual meeting....

Adam Wyden, founder of ADW Capital, stops by The Business Brew to share his investing philosophy, discuss some ideas, and talk about lessons learned.  ADW is a concentrated, long biased investment partnership founded in 2010.  In this episode Adam cautions against idol worship, talks about how he monitors positions and companies, shares his thoughts on management character...

Arnaud Cosserat, CEO of Comgest, and Rick Mercado, PM at Comgest stop by The Business Brew to discuss quality growth investing.  Comgest is an independent, international asset management group, which since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style. Arnaud is a long-standing Analyst and Portfolio Manager specialising in European equiti...

Randy Baron, lead Portfolio Manager for Pinnacle Associates Ltd's various international products, joins The Business Brew to discuss his investing philosophy.  Randy is best known for international value investing and for publicly discussing Amyris.  Amyris is an unprofitable company with a CEO that has a controversial reputation.  But, it is a very interesting company bac...

Whit Clay stops by The Business Brew to discuss his role in the financial ecosystem.  Whit sits at the intersection of investor relations and public relations.  He works with a wide variety of companies.  We hope you enjoy the conversation! Whit Clay is a Co-Chief Executive Officer with Sloane & Company and has been with the firm for more than 21 years. Beyond day-to-day leaders...