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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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"The Focused View" is a podcast dedicated to exploring the latest trends, strategies, and innovations in the eye care industry. Hosted by industry expert Michael Nasser, each episode features in-depth interviews with thought leaders and practitioners who are pushing the boundaries of optometry. With a focus on empowering eye care professionals and elevating the industry, "The Focused View" provides valuable insights and inspiration for anyone looking to stay ahead of the curve in this rapidl ...
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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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Mike Alkin of Sachem Cove Partners stops by The Business Brew to share his journey in uncovering the uranium investment thesis. Bill found out about Mike when he began listening to Mike's podcast in 2018/19. At that time, Mike was telling everyone that would listen about how asymmetric the opportunity was. Mike interviewed industry insiders, other …
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Send us your thoughts about the episode Michael Nasser is joined by Emma Gillies, an optometrist and founder of Purple Key Consulting, to explore how trust-based selling transforms patient interactions. From the subtle power of nonverbal communication to advanced techniques for boosting confidence, this episode is your go-to source for building rel…
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Dylan is a former attorney turned private investor focused on small/microcap stocks and overlooked pockets of the market. He publishes a free newsletter on Substack called Raging Bull Investments, which provides deep-dive investment write-ups and occasional market commentary, and is active on Twitter as raging bull cap/Jake LaMotta.…
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Send us your thoughts about the episode As we observe World Alzheimer's Month, focusing on dementia awareness and reducing stigma, we invited Marianne Coleman, a renowned orthoptist and researcher, to explore the critical intersection of dementia and visual function. Marianne shares strategies to help eye care professionals better support patients …
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Send us your thoughts about the episode In this episode, Michael Nasser introduces the new “Through the Lens” series, which explores the personal and professional journeys of influential figures in the eye health industry. Our first guest for this series is Paul Clarke, an optical dispenser and Advisory Board Member of ODA. Paul shares his journey …
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Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh…
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Send us your thoughts about the episode In this episode, Michael Nasser is joined by Alison Abdullah Daoud, founder and director of Lens Avenue. Alison shares her inspiring career path, from completing her optometry degree at UNSW to gaining high-end industry experience in New York and finally starting her own independent practice in Sydney. This i…
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In this episode of the Business Brew, host Bill Brewster sits down with the esteemed investor Bruce Berkowitz. They delve deep into Berkowitz's illustrious career, from his strategies during the financial crisis to his current outlook on various investment opportunities, including midstream energy and Florida real estate. Berkowitz shares anecdotes…
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Blake Haxton, analyst at Brandywine Global Asset Management's High Yield and Corporate Strategies Group, joins the Business Brew. This discussion focuses on the companies Blake covers as well as his views on markets generally. Blake tends to focus on "old economy" industries so prepare yourself for plenty of energy discussion. Bill and Blake also d…
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Send us your thoughts about the episode In this episode, Michael Nasser is joined by Todd Tai, the Managing Director of mivision Magazine & Digital, to explore the evolution and transformative journey of mivision magazine. From its inception in 2006, focusing on eyewear to becoming a media company that bridges optometrists and ophthalmologists, thi…
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Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on…
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Send us your thoughts about the episode In this episode, Michael Nasser and Joanne Scott-Dostine, Opticare's Commercial Manager, uncover the secret behind effective employee onboarding and fostering a culture of retention within optometry practice. This episode of the Elevate Your Practice is a must-listen for practice owners and managers who aim t…
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Send us your thoughts about the episode In this episode, Michael Nasser invites Fatin Tobia, Co-Founder and Director of eye2eye Marketing 360, to explore the effectiveness of patient recall strategy in improving patient care and business outcomes in the optometry industry. Tune in and learn how simple changes like hiring a dedicated recall speciali…
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Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane stops by The Business Brew to discuss what his firm is doing in the private markets. Stoic lane is focused on acquiring controlling positions primarily in short term rental management and back office solutions for entrepreneurs. The entity is structured as a corporation with shares rather th…
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Send us your thoughts about the episode In this episode, Michael Nasser invites April Petrusma, CEO of Optical Dispenser Australia (ODA) and Optical teacher at ACOD - Australianasian College of Optical Dispensing, to share her extensive experience in the optical dispensing industry and discuss the importance of Continuing Professional Development (…
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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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Send us your thoughts about the episode In this episode, Michael Nasser and Joanne Scott-Dostine, Opticare's Commercial Manager, delve into the most important and least understood aspect of running an optometry business: building effective teams. This episode of the Elevate Your Practice series is packed with tips and strategies that will help you …
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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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Send us your thoughts about the episode In this episode, Michael Nasser and Joanne Scott-Dostine, Opticare's Commercial Manager, delve into the critical yet often overlooked practice of conducting a business review. This Elevate Your Practice series episode explores the significance and impact of understanding KPIs and demographics in strategic dec…
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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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Send us your thoughts about the episode In this episode, Michael Nasser and Joanne Scott-Dostine, Opticare's Commercial Manager, discuss the essential elements that make the modern optometry practice not just survive but thrive. This is the first episode of the Elevate Your Practice series, where they dive into the fundamental question every practi…
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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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Send us your thoughts about the episode In this episode, Michael Nasser and Andrew McKinnon, CEO of Optometry Australia NSW/ACT, discussed the critical topics shaping the future of optometry, including myopia control management, expanding optometric scope, and the evolving landscape of healthcare systems. Andrew provides valuable insights into the …
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Send us your thoughts about the episode In this episode of The Focused View, Michael Nasser explores the debate between bulk billing and private billing in eye care practices with Andrew McKinnon, CEO of Optometry Australia NSW/ACT. Their conversation spans the mission and impact of Optometry Australia, ongoing initiatives, and the evolving landsca…
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Send us your thoughts about the episode Welcome to The Focused View Podcast! This podcast is envisioned as a space where we can foster a community of like-minded professionals who are passionate about advancing their careers and businesses in the optical industry. Through interviews and panel discussions, we will explore topics about decision-maker…
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 investmen…
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Digby Summerhill is a UK based businessman and investor that I had the pleasure of meeting in Omaha in 2022. In this episode he very openly shares his story of business struggles and eventual success, as well as some highlights from a recent visit to Turkey to hunt for deep value investment opportunities. Enjoy :) Sign up for any Sharesight subscri…
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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 th…
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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 an…
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