

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.
Episodes


Michael Kelley - Building Business and Life

Steve Hou - Data Over Narrative
The AI infrastructure build-out is increasingly a capital-intensive challenge, requiring new methods to assess the residual value and depreciation of GPUs. Silicon Data addresses this by tracking global GPU rental prices to provide transparent, data-driven benchmarks for market participants. Unlike traditional straight...

Another Cyclical Masterclass with Robotti & Company

Another FDA vs uniQure Episode

Revisiting Fairfax Financial

Evan Tindell

Sonu Chawla - Managing Mid Cap Exposure - $TSCM

Notes From The Beauty Contest

Current Events - uniQure and the FDA

Jacob Shapiro - A "Geopolitical Cousin" Joins the Show

Investing Unscripted

Adam Wilk

Paying It Forward

Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now

Quick Update

Abdul Al Assad - Leverage For The People

Jim Hayes - Emerging Opportunities

Just Some Bill

Mark Cooper - Hunting Internationally for Value
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