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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A frequently thoughtful and sometimes whimsical examination of the world around us as seen through the cataract-clouded eyes of two long-time friends and explorers. Sporadically funny, invariably insightful, sometimes we're not sure.
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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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EP14: Engage and Influence: Emma Gillies on Advanced Strategies for Trust-Based Selling
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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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203: Mountain Bears, Springfield Pets, McGyver Wipes, Ig Nobel Awards, Help Eddie
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Send us a text CHECK OUT OUR VIDEO CLIP ON YOUTUBE Dave recounts his time in Black Mountain, NC, which is a bit cooler than Florida. It included two bear sightings and some challenging bike rides. He had a nice discussion with a Park Ranger about the bears causing local family pets to disappear. Speaking of pets disappearing, watch this video by Jo…
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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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EP13: Enhancing Eye Care for People with Dementia: Insights and Solutions with Marianne Coleman
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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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202: Funny Old Buck, The Anti-Kelce Brothers, Are Emus Real? Is Captain Kirk?
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Send us a text Bucks love comedian Andy Huggins, another old buck who is out there telling the world how it is. Watch his video clip and let us know what you think. Dave is overwhelmed by the sound of a clone phone ringing during a thunderstorm at rush hour. Kelce [Collice?] brothers get a podcast deal even more lucrative than ours. Maybe we'll inv…
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201: Fire Time, All Ahead of Them by Tobias Wolff
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Send us a text Bucks note the invasion of Russia. Whudda thunk it? Del explains timepiece trivia for Dave. Bucks contemplate tree felling. Dave gives a Public Safety Announcement on barbecue grill fires. Dave reads All Ahead of Them, a short story by Tobias Wolff. He previously read Bullet in the Brain by Wolff in the October 7, 2021 episode. This …
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EP12: Through The Lens: Paul Clarke on Building a Career in Optics
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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 - Traversing For Value
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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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200: A Bucks Retrospective...plus Del Cogitating on Crazy Stuff
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Send us a text Dave walks 110 miles in Europe. Is he too cheap to flag a cab? Del flaunts his predictions on too much or too little water and e-bike dangers. The Free State of Florida declares war on bears and the NFL makes rule changes, an independent event. The Bucks reminisce over the past 200 episodes, talking about some of the highest download…
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EP11: Independent Vision: Alison Abdullah's Journey from NYC to Lens Avenue
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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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199: Dave Survives Europe, Hail Olympians, Stormy Weather, Juggling Pythons
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Send us a text Dave describes his adventures in Sweden and Denmark, where the weather is cool. Bucks talk Olympics and Mondo the Vaulter. Then there were the Canadian hammer throwers- Ethan and Camryn. Del gets some bad weather but survives to do episode 199. Del proposes the Bucks go on a python hunt. Another sign he has too much time on his hands…
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Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So
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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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198: Dave does Berlin and Del can't seem to move it groove it
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Send us a text Bucks discuss Olympics and some more obscure sports. Dave meets his first Rhodesian Ridgeback and finds a new friend. Dave tours Berlin, a city of 3.8 million people. He walked a lot! Del is infected by an earworm called Break My Stride. It is recommended you skip this video or you will be infected too. We warned you. Del is frustrat…
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Blake Haxton - Industrials and High Yield
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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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EP10: Exploring the Evolution and Future of Optometric Media with mivision's Todd Tai
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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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197: Dave visits Prague and Dresden while Del does the laundry
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Send us a text Dave describes his adventures in Prague and Dresden, two beautiful cities. Give us your thoughts: BUCKSTWOOLD@GMAIL.COM Find us on Facebook Leave a Voice message - click HERE WHAT ARE YOU GOING TO DO WITH THE REST OF YOUR LIFE?By David and Del
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Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics
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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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196: Annie and Yulia in St. Omer-OneYear Later
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Send us a text We interview Annie Tregouet and Yulia Ovstrovska in St. Omer, France. We first interviewed Annie, who teaches French to Ukrainian refugees, on our Feb. 9, 2023 episode. Yulia, one of the refugees who was an accountant and lawyer in Kharkiv, was interviewed by Annie's husband Paul on our July 7, 2023 episode. In today's episode, we re…
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EP9: Elevate Your Practice: Topic 4 - Unlocking the Secrets to Effective Employee Onboarding and Retention
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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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195: Pigheaded Pickles, A/C Agony, Rat Ramblings, Coffee Clutz, Terrific Tour
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Send us a text Del struggles to open a pickle jar. This is a guy who could open beer bottles with his now-damaged teeth. Dave found this advice on opening a water bottle. Listeners provide useful gender-specific feedback on the proper air conditioning set point. Bucks tell their rat stories that got edited out last week. Do you have a rat story? Te…
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194: What about the skunk?, Young Cap'n Jim sells taxis in Belize
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Send us a text Dave returns from his road trip of 3522 miles in one piece, a tired piece. What about the skunk? Paul Harvey and several listeners from last week wanted to know the rest of the story. Now you do. No skunks were harmed in the recording of this podcast. What is the correct A/C temp setting? Ask your spouse. Captain Jim tells a story ab…
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EP8: Recall Mastery: Enhancing Patient Engagement and Practice Growth with Fatin Tobia
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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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193: Buck Hunters, Cruciverbalism, Something Rotten in Denmark, Dr. Del, Counting Crows
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Send us a text The Bucks learn how to spell that word Del couldn't pronounce last week. Are the two old bucks buck hunters or the hunted? Maybe, maybe not. You decide. Del sits in a hot car for five and a half hours and lived to tell about it. He said he learned in medical school that this is a cure for respiratory illnesses. DO NOT TRY THIS AT HOM…
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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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192: MRI Humor, Judith Rebels, Crosswordology, Say Hey, How Hot Is It?
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Send us a text Dave fails his pre-MRI Quiz. Explicit. Judith gets ticked off when healthcare people stereotype her. In fact, she's going to start a movement to educate them. Del shares this knowledge of crosswordology and some other big words we can't spell. Tribute to Willie Mays, one of the greatest ever. Del copes with the heat and family stabil…
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EP7: Adapting to Change: Empowering Optical Dispensers Through Continuing Professional Development (CPD) with April Petrusma
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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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191: Stormy Weather, Shark Bites, Paperwork, Epic Bike Ride, AI Beauties, Burger King
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Send us a text Del discusses Florida storms and the search for a new AC unit. Would you rather be electrocuted or eaten by a shark? An Ex-Prez's quandary. Del whines over paperwork. Dave gets dusted by 10-year-old. AI beauty contest, believe it or not. Wired Mag. Bonus track dedicated to the orange man. Give us your thoughts: BUCKSTWOOLD@GMAIL.COM …
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Bill drops in to give a podcast status update and let the listeners know what is going on. Come see him at The CFA Society of New York on June 25th. If you are interested in the golf events please send your information to businessbrewgolf@gmail.com. Thank you as always for listening!
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190: D-Day Salute, Boeing Does It, Del vs. Healthcare- Part 27, Starbucks Banter
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Send us a text Bucks salute our veterans who fought at Normandy eighty years ago, June 6, 1944. Boeing finally got the Starliner in orbit, seven years late but with no missing doors. It enters an ever-crowded space as Bucks discuss an Axios story on space junk. Del continues to grapple with our healthcare system and learns about "the portal." Dave …
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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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EP6: Elevate Your Practice: Topic 3 - Building Effective Teams: Combining Knowledge and Personalities in Your Optometry Practice
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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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189: Del Does Orlando, Bill Walton, Speling Beee, Apocalypse Now?
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Send us a text SORRY FOR DAVE'S POOR AUDIO QUALITY. Del contemplates hotel fixtures in Orlando. Does he have a fixture fixation? Bucks remember Bill Walton, basketball great and great guy. Congrats to 12-year-old Bruhat Soma of Tampa, winner of the Scripps National Spelling Bee. What climate change? This week's bonus track from Dave's favorite Cana…
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188: The "Picture", Ankle Deodorant, Frankenbike Lives, Thermonuclear Thermostat
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Send us a text HAPPY BIRTHDAY TO DEL Del never really explains why he had to bolt last week. Why is that not a surprise? Got LOTS of comments from listeners who requested a picture of Del wearing his anti-personnel device on the bus. We have a few more copies available if you want one. Our address is below. Tell us what you think or just tell us to…
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Consuelo Mack - Host of WealthTrack
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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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EP5: Elevate Your Practice: Topic 2 - The Art of Mastering Business Review with KPIs & Demographics with Joanne Scott - Dostine
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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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187: More on Del's Device, Alice Munro, Cap'n Jim and the Mountain Guerrillas
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Send us a text After unprecedented listener feedback, Del elaborates on the device he invented to assure nobody sits next to him on the bus. Use the link above to text us your feedback [your number is anonymous] or send us an email or voicemail. Dave notes the passing of Alice Munro, Canadian short story writer and Nobel laureate. One of the best e…
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Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
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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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EP4: Elevate Your Practice Series: Topic 1- Identifying the Point of Difference in Optometry Practice with Joanne Scott-Dostine
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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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186: Del's on the Bus Again, IV Drips for Fun, Frankenbike, MLB Uniforms-Yuk
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Send us a text Clicking on the link above lets you send us text messages via your phone. Try it. Del shares more tales of riding the bus to work. He tries another social experiment on the bus and wonders why nobody will sit next to him. VV1 is recovering from knee surgery. Get well, Judith. Dave is befuddled by the new trend involving IV Drips. Is …
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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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EP3: Creating Better Service with Better Patients: Myopia Control and Scope Expansion of Optometric Practice with Andrew McKinnon (Part 2)
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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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EP2: Creating Better Service with Better Patients: Transitioning to Private Billing in Eye Care Practices with Andrew McKinnon (Part 1)
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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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185: The Attic Mistake, Del vs.the Helpline, Dumb Ways to Die, Snakes and Gators
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Send us a text Dave makes the mistake of exploring his attic. This was followed by serious thigh muscle pain 24 hours later. Don't do this. Del battles the helpline...again. Did he win? What do you think? Watch the music video, Dumb Ways to Die. You'll like it. Thanks, Valentin! Bucks ponders space junk, crosswords, google, wordle, and nosy neighbo…
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184: Dave's Birthday Gift, Word of the Day, Winners and Losers, Voyager Lives!
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Send us a text Dave can't decide between a Velveeta lip fang and a flame-throwing robot dog as his birthday present to himself. So he settles on a 40+ year old bike frame. Weird. Del seemingly stumps Dave with the word SEEMLY. Seems a drupe is a fruit,What's your word of the day? Bridey Thelen-Heidel's preorders of her book Bright Eyes put her at #…
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EP1: The Focused View - Introduction Episode
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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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183: Drafty, Florida Commies, McGyver FAIL, Cali Sober, What a Croc, More
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Send us a text Caitlin Clark signs with Indiana of WNBA for a whopping $76, 000. Shed no tears, though, as she'll make 8-figures in endorsements. Not bad for a rookie. Florida Gov. Ron DeSantis signed a bill to require the teaching of the dangers and atrocities of communism in grades K-12. OK, but why did we need a law to do this? Aren't Florida sc…
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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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182: Eclipse, Sumo Man , Dune - 2, Ripley, How Big is Your Fridge?
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Send us a text Judith recounts observing the eclipse in Pennsylvania. Track future eclipses here. Women outdraw the men in NCAA finals game. Judith remembers playing by the old rules in high school. Sumo Grand Champion Akebono dies at 54. First non-Japanese to be named yokozuna. Bucks go to the movies to see Dune Part 2. Magnificant scenes but read…
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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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