The Business Brew

J Mintzmyer,  a renowned maritime shipping analyst who directs the  Value Investor's Edge  ("VIE") research platform on Seeking Alpha, returns to The Business Brew to give an update on the state of the shipping industry (and the associated stocks).  This episode is meant to be listened to in conjunction with Craig Fuller’s episode in order to provide the listener with a mo...

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 a...

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 yo...

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. &n...

Erick Mokaya stops by The Business Brew to chat with Bill about what they have learned as investors.  Erick has an inspiring story of dedication, drive, and learning.  He describes himself as a Kenyan living in Sweden, who has a passion for financial markets.  He is a  regular contributor on Seeking Alpha and also the Lead Author the Transcript, a weekly capital markets newslet...

Josh Horowitz and Liz Gulliver stop by The Business Brew to discuss employer-employee relationships. Josh and Liz co-founded Kunik to help employers build sustainable, scalable cultures that work for everyone, everywhere they are working. How and where we work has permanently changed. Kunik helps organizations build thriving cultures by fueling the workplace with community and conversation. Kunik...

Mark S.F. Mahaney stops by The Business Brew to discuss tech investing and his book Nothing But Net.  Mark is a senior managing director and head of the Internet Research Team at Evercore ISI.  He has covered internet stocks for almost 25 years, and has been consistently recognized by  Institutional Investor  for his research, including 15 years as a “top 3” ranked analyst and...

Dan Katz and Stephen Miran Ph. D. stop by The Business Brew to discuss JSG Investing.  JSG investing is investing that focuses on Jobs, Security, and Growth.  Their firm, Amberwave partners (see https://www.amberwavepartners.com/ ) helps investors align their portfolios and values, putting their savings to work for the good of American communities. Dan and Stephen have very interest...

Dave Girouard stops by The Business Brew to discuss how Upstart is attempting to change the way credit is underwritten.  Upstart uses machine learning and artificial intelligence to expand loan underwriting beyond FICO scores.  The company’s goal is to make the underwriting process more efficient; creating a win-win for consumers and lenders.   Dave also talks about Upstart’s early struggles, what...

Simeon Siegel, Managing Director and Senior Analyst at BMO Captial Markets, stops by The Business Brew to discuss his prescient call to sell Peloton, the oddity that brands peak at $3Bn in sales, the role of “Sell Side” analysts, and a whole lot of retail.  His views on how COVID saved retail were particularly interesting.  Simeon and Bill met at the dinner before Liberty Media’s Investor Day, hit...

Michael Green stops by The Business Brew to discuss his inelastic market theory, the outlook for inflation, why the market might be too excited about rate normalization, and much more.  Michael is a frequent contributor to Real Vision and has done some phenomenal interviews, which can be found on YouTube. He has been a student of markets and market structure, for nearly 30 years. His proprietary r...

Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more.  Chris’ paper, The Art of (Not) Selling, really made an impression on Bill.  This discussion follows up on that paper, among other topics.   Prior to joining Akre Capital Management in 2012, Chris served as an equity...

Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape.  In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process has evolved over time.  There’s a lot of company specific discussion here.  We hope it is beneficial, educational, and entertaining.   Andrew’s official bio read...

Troy Lavinia, founder of Stream by Mosaic, stops by The Business Brew to discuss creating Stream, building teams, and strategic thinking.  Troy is a really interesting thinker, approaches life with an abundance mentality, and is always looking to find the right partners to grow a business.  Interesting tidbits about Troy include his time at Elliott Management and playing football fullback and tigh...

Will Thomson stops by The Business Brew to discuss his approach to real asset investing.   Will is the Founder and Managing Partner of Massif Capital, LLC.  He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Before starting Massif Capital, Will worked in the New York office of Chauce...

Muji stops by The Business Brew to discuss modern internet infrastructure.  Muji has extensive technical knowledge about internet infrastructure, network security, and high growth companies such as Snowflake.  He shares his knowledge via a paid newsletter, found at hhhypergrowth.com , which Bill subscribes to and enjoys very much.  Our discussion mostly focuses on how information travels over the...

Denise Shull is Founder and CEO of The ReThink Group (see https://therethinkgroup.net/ ).   She developed the Shull method, which relies on the latest brain research on how humans perceive, judge and decide. Understanding this on a practical level routinely allows The ReThink Group to resolve the mysterious mental challenges of slumps, burnout, motivation and resilience. Denise’s distinctive appro...

Kristi Ross stops by The Business Brew to discuss her career, leading companies through M&A, and two notable exits exceeding $1.7Bn (the most recent of which was valued at $1Bn https://www.bizjournals.com/chicago/inno/stories/news/2021/01/21/chicagos-tastytrade-acquired-in-1b-deal.html ).  Kristi is the co-CEO of tastytrade, which launched in 2011. She also co-founded dough, a visual front-end tra...

Jillian Jaccard Murrish stops by The Business Brew to discuss co-founding and running Pier Asset Management; an alternative credit firm.  Pier delivers fixed income yield by investing in alternative credit, which they define as all nonbank lending.  Typical loan sizes in Pier’s portfolio are loans less than $250,000. This was a fun conversation and touches on an asset class that hasn’t been discus...

NOTE: For 20% off of KOYFIN please use the following link: https://www.koyfin.com/?utm_campaign=BusinessBrew20off&utm_medium=referral&utm_source=rewardful&via=business The discount will be applied at checkout.   Rob Koyfman stops by The Business Brew to discuss his background, starting a Fintech business, building teams, and much more. Rob’s experience includes stints and Goldman Sachs, Citigroup...

Tren Griffin stops by The Business Brew for a fun conversation about his career, investing, and life.  Tren is an author of 7 books, had a front row seat to Bill Gates’ career, sold ½ of his business in the .com bubble, deeply studied Charlie Munger, and now works at Microsoft.  This conversation spans Tren’s career, his advice regarding giving to get, the importance of being brave, and much more....

Louisa Nicola stops by The Business Brew to discuss her time as a triathlete, recovering from a major injury, and how she got curious about the power of the brain during her rehab from injury. Today, Louisa is Director and Head Neuroscientist at Neuro Athletics. Her firm helps athletes and hedge fund managers monitor their sleep, diet, etc. in order to help them achieve their maximum potential.  Y...

The one and only David Gardner stops by The Business Brew for an interview Bill has been looking forward to for over a year.  David is a Co-Founder of The Motley Fool.  He is best known for his Rule Breaker investing strategy but Bill knows him as a person that forced Bill to contemplate how he looks at investing.    You can find David’s Rule Breaker podcast at https://www.fool.com/podcasts/rule-b...

Jonathan Boyar stops by The Business Brew to discuss his investing philosophy.  Jonathan is the President of Boyar's Intrinsic Value Research LLC ., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing...

David Fauchier stops by The Business Brew to discuss crypto and market neutral strategies in crypto assets.  David works at Nickel Digital Asset Management, an investment manager connecting traditional finance with the digital assets market. The firm deploys highly sophisticated low-latency algorithmic trading, pursuing a range of arbitrage strategies in both spot and derivative markets, as well a...