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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 a ...
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We open a window into the minds of the most successful leaders, investors, creators, and inventors — sharing Silicon Valley business acumen with entrepreneurs around the world. No. 1 Silicon Valley ”Podcast Must Follow in 2023” - Feedspot
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Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
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Guest: John Hittler | LinkedIn Overview: In this episode, we dive deep into the extraordinary journey of John Hittler, a CEO Trusted Advisor, 9-time Founder and CEO, funding source, author, TEDx speaker, and father of seven. John shares his wealth of experience, insights into leadership, and strategies for balancing a demanding career with personal…
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Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you can find something that is a real growth opportunity …
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Ep 228 Unlocking Venture Capital Insights with Brian Bell: Strategies, SPVs, and Future Trends Brian Bell Bio Managing Partner at Team Ignite Ventures | ex AI at AWS, Microsoft, and several startups. Main Discussion Background and Experience Brian’s Journey: Brian shares a brief introduction to his background, career path, and how he became a ventu…
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Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack. Bill was very happy Consuelo said yes to coming on the sho…
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Sara Zare Bio Leadership philosophy: Inform, Enable, Empower - and witness the magic. Mission: building the "3 Founder Unicorns" community. Slogan: quoting Alexander Hamilton -- as he allegedly sang: I am not throwing away my shot! Armed with degrees in Mechanical, Electrical, Nano, Bio, and Software Engineering from prestigious institutions in the…
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Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/ Bill pinged H…
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In this episode of The Silicon Valley Podcast, we delve into the dynamic world of investment banking with the esteemed Vincent Monteparte, a visionary leader with over 25 years of experience in managing strategic enterprise initiatives across various industries. Vincent Monteparte serves as a Board Director and Chair of the Audit Committee for Dalr…
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Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy. Note: This episode was reco…
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Ron Whittier Interview Introduction Intel Corporation was founded in 1968 by Robert Noyce and Gordon Moore, who left Fairchild Semiconductor to start their own company. In the early years from 1970 to 1978, Intel went through major inflection points that helped transform it from a startup to an industry leader. Ron Whittier, who joined Intel in 197…
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Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …
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Martin Tobias: Navigating the Landscape of Investment and Entrepreneurship In the ever-evolving world of investment and entrepreneurship, few voices resonate with the depth of experience and insight quite like that of Martin Tobias. With a career spanning decades and ventures across various industries, Martin brings a wealth of knowledge and a uniq…
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Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got st…
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Michael J. Firestone, CFA https://www.linkedin.com/in/michaeljfirestone/ Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams. We empower our clients to re-imagine what is possible to accomplish with their investments, social impact goals, and family legacy. The firm offers private wealth m…
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Karen (Kovaleski) Traversi, SHRM-CP https://www.linkedin.com/in/karenmtraversi/ I work with CEOs that are going through transitions or disruptive stages due to M&A activity, growth, upscaling markets or are looking to create value, including start-ups. I am a revenue optimization expert that helps leadership make the right decision for solution & c…
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Tyler Marin, CPA https://www.linkedin.com/in/thinktyler/ Have you ever felt like your business is capable of more but just can't seem to break through to the next level? I'm Tyler, and I turn those "almost there" businesses into flourishing success stories. With more than two decades in finance and entrepreneurship, I specialize in propelling busin…
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Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers. Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation g…
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Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more. This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so. The rel…
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Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he e…
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Show notes for Amman Ahmed. Amman Ahmed is a seasoned entrepreneur with a diverse background in e-business, venture-backed startups, and brand building. With a keen eye for identifying market niches and driving business growth, Amman brings a wealth of knowledge to our discussion. Background The Story of "Petflix", a crazy idea born in Manchester a…
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Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for. You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read. Sponsor Info: ⁠⁠⁠⁠⁠⁠Daloopa⁠⁠⁠⁠ ⁠⁠is …
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Board Dynamics and Advisory Roles with Louise Broekman In this episode, we dive deep into the world of corporate governance and advisory boards with esteemed guest Louise Broekman. Louise brings a wealth of experience and insights gained from her extensive career in board advisory roles. Here's a breakdown of the intriguing topics covered in our co…
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Show notes Joe Siencinski 2nd interview https://www.linkedin.com/in/joesiecinski/ My passion is mentoring CEOs and Executive Teams who want to be in control of the growth and expansion of their business. My clients develop and grow in confidence, agility, awareness, and leadership essentials. One thing is for sure, they expand their influence, comm…
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Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different. In this episode we discuss his methodology. There is some discussion of ayahuasca and …
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Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the epi…
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Ep 217 Silicon Valley and The Middle East with Fouad Alnazawi and Stephanie Richards Guests: Fouad Alnazawi and Stephanie Richards Topic: Exploring the unique challenges and opportunities for startups in Silicon Valley and Saudi Arabia, and how collaboration between these two regions can drive innovation and growth. Intro: Briefly introduce the hos…
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Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic. SAF is a potentially interesting investment topic because it is the only known way to decarbonize air…
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Building Your Tribe, Unleashing the Power of a Startup Wolfpack with Michael Devellano Topic: Navigating the entrepreneurial journey, fostering strong communities, and leveraging the power of collaboration. Intro: Introduce Michael and his background in startups, investment, and community building. Highlight his book, "Form Your Pack," as a guide f…
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This is a brief message from Bill. Sent in the spirit of communication with the fans. After listening to it, it's about 85-90% accurate with some incomplete thoughts and some things that could have been said differently. But, the overall message and general feeling is accurate-ish. Looking forward to dropping an episode next week. Like, subscribe a…
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Show notes for Adam Coffey Bio: CEO, Board Member, Best-Selling Author, and Acclaimed International Speaker, Adam Coffey is a visionary leader who drives transformative growth and fosters high-performance cultures. With 21+ years of experience as CEO, Adam led three national private equity-backed service companies for 9 private equity sponsors. Dur…
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Todd Schwartz, Founder, CEO and Executive Chairman of OppFi, stops by The Business Brew to discuss how he expands credit access. OppFi was featured on this program when it was going public via SPAC. The company did not perform to expectations once it was public and Todd reengaged in order to right the ship. This episode is about OppFi and Todd, but…
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Ben Jenkins, President and Chief Investment Officer at Digital Bridge Group Inc, stops by The Business Brew to have a discussion about professional development, mentorship, and investing in digital infrastructure. Digital Bridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. The firm has…
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Paul Epstein, leadership expert, organizational culture guru, and Founder of Purpose Labs. With nearly fifteen years of experience in professional sports management and business coaching, Paul shares his transformative journey and insights with our audience. Career Journey: A brief overview of Paul's career, from his roles in multiple NFL and NBA t…
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Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separat…
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Show notes for Jon Staenberg https://www.linkedin.com/in/jonstaenberg/ The Search Fund Model with Jon Smith Introduction and Career Background Jon shares insights into his career journey leading up to his current role. Understanding Search Funds Definition and historical context of search funds in the business landscape. Risks and Challenges A disc…
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Bill Chen, Managing Director at Rhizome Partners, stops by The Business Brew to share his thoughts on why publicly traded REITs are an attractive opportunity. Rhizome Partners is a private partnership targeting deep-value investments with a large margin of safety. In this episode Bill lays out his argument for why publicly traded REITs qualify for …
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Shownotes for Emily Ward Join us for an insightful conversation with Emily Ward, Founder and CEO of AlcaCruz, as we explore her remarkable journey from VP and Chief Technology Counsel at eBay to the helm of her own tech startup. Key Questions and Topics: Career Overview: Emily shares a summary of her distinguished career leading up to her current r…
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Andrew McAfee (@amcafee) stops by The Business Brew to discuss his new book The Geek Wayhttps://www.amazon.com/Geek-Way-Radical-Mindset-Extraordinary/dp/B0C1DQW5FC/ref=sr_1_1?keywords=Andrew+McAfee&qid=1700075448&s=audible&sr=1-1 Andrew is a Principal Research Scientist at the MIT Sloan School of Management, co-founder and co-director of MIT’s Init…
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Shownotes for Andrew Butt Founder & CEO at Enable, creating the Rebate Management software category. Used by manufacturers, distributors and retailers globally to increase earnings. Since 2020 we've grown 15X and raised $275m from top tier investors. My mission is to enable trusted trading relationships that serve customers better together. My visi…
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Jeremy Raper returns to The Business Brew to discuss what he has been up to lately. Jeremy is currently focused on smaller situations and being the catalyst for value realization. We hope this episode is entertaining and informative. We also implore you to do your own research and due diligence. His bio can be found at https://rapercapital.com. He …
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Show notes for Adam Nash - Adam and the Daffy team are offering all our listeners a free $25 to give to the charity of their choice when they get started with Daffy. Simply use this sign-up link to get started. Adam is a proven advocate for development of products that go beyond utility to delight customers. At Dropbox, he led the teams responsible…
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Ian Leisegang Co-Founder & Managing Partner at 3SPOKE https://www.linkedin.com/in/ian-leisegang-3spoke/ 3SPOKE provides balanced liquidity solutions for the stakeholders of leading growth stage private technology companies. Utilizing an innovative financing structure combining attractive features of debt and equity, we offer individual shareholders…
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Keith Smith stops by The Business Brew to discuss BDCs, auto dealers, and other ideas he has been looking at. Keith has been looking in areas that are less well covered. Keith has over 20 years of business valuation experience as well as being trained as an engineer. In addition to managing the Bonhoeffer Fund’s portfolio, Keith serves as an adviso…
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Ryan O'Connor of Crossroads Capital stops by The Business Brew to discuss Nintendo, inflection investing, and much more. You can find his piece on Google's potential antitrust risk here: https://assets.website-files.com/5fdcb736a43f592037fbd4b4/64f927a7f3a8d64b1a40ac64_21st%20Century%20Trust%20Busting%20and%20Tail%20Risks.pdf Check this out as well…
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Reaction is a global community and fund invested in solving the toughest global problems. We are a global team who shares a vision for a world where thought leadership and innovation can change more lives in less time. Why now? Because more innovations will be created in more countries and industries over the next decade than in the previous 50 yea…
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Drue Freeman is an Independent Board Director at Ideal Power (NASDAQ:IPWR) and is currently serving on the Board of Directors at Sand Hill Angels. The former CEO of the Association for Corporate Growth, Silicon Valley (ACGSV) and a 30-year semiconductor veteran, Drue advises and consults for early-stage startups, multi-billion dollar corporations, …
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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, pleas…
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Jon Li Over 20 years of entrepreneurial, managerial, and product/UX design experience. Founded 3 companies, built and led teams of over 100 engineers and designers, and shipped over 20 products from mobile phones to cloud services to AI computer vision systems. What are the key benefits and advantages that augmented reality can offer an individual …
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Shownotes for Karen Traversi Kovaleski, Bio: I have over 20 very successful and rewarding years leading start-up and growth-stage companies in digital and tech industries. My experience spans sales, marketing, human resources, operations, and all aspects of the customer journey. Holding roles ranging from VP GM to VP of Operations to CEO, I have dr…
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Show notes Ron Gutman Ron Gutman is an inventor, an investor, a serial technology and healthcare entrepreneur and a Stanford University adjunct Professor. Ron has built and invested in technology and healthcare companies that have served hundreds of millions of people and saved tens of thousands of lives worldwide. He's an inventor holding a series…
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