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The Business Brew

The Business Brew

Auteur(s): Bill Brewster
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À propos de cet audio

 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 Finances personnelles Économie
Épisodes
  • Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

    Diversifying Concentrated Positions While Deferring Taxes with Wes Gray
    Jun 25 2025


    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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    1 h et 7 min
  • Andrew Freedman - AI Insights, Integration, and Best Practices

    Andrew Freedman - AI Insights, Integration, and Best Practices
    Jun 4 2025

    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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    1 h et 43 min
  • John Huber - Mental Flexibility and Trying To Win The Game

    John Huber - Mental Flexibility and Trying To Win The Game
    May 23 2025

    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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    1 h et 6 min

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