Best Stoic Investment Managers Podcasts (2024)

1
Al Goldstein - Stoic Lane 1:01:09

23h ago1:01:09

1:01:09

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…

1
Update 6:57

13d ago6:57

6:57

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!

1
Charles Lemonides - ValueWorks 53:34

22d ago53:34

53:34

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 …

1
Consuelo Mack - Host of WealthTrack 1:04:22

1M ago1:04:22

1:04:22

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…

1
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!) 1:07:30

1M ago1:07:30

1:07:30

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…

1
Elliot Turner Returns 1:40:40

2M ago1:40:40

1:40:40

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…

1
S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar 1:35:56

2M ago1:35:56

1:35:56

S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar by Stoic Investment ManagersBy Stoic Investment Managers

1
Darren Fisk 1:07:03

2M ago1:07:03

1:07:03

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, …

1
Matthew Sweeney - Discussing Value 1:34:51

3M ago1:34:51

1:34:51

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…

1
Hedda Nadler - Repping The Legends 57:51

4M ago57:51

57:51

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…

1
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more 1:10:18

4M ago1:10:18

1:10:18

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…

1
Corey Hoffstein - Get Stacked! 1:29:09

4M ago1:29:09

1:29:09

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…

1
Will Thomson On Lithium, Copper, And More 1:21:48

4M ago1:21:48

1:21:48

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 …

1
Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing 28:40

4M ago28:40

28:40

In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-yea…

1
Stoic Point Capital Management discusses their approach and highlights EVLV and JBI 57:08

4M ago57:08

57:08

SumZero had the opportunity to sit down with Raj Shah and Cullen Rose, co-founders of Stoic Point Capital Management.Stoic Point manages two concentrated strategies: Stoic Onshore/Offshore is a long/short fund focused on #small- and #midcap North American securities. Stoic Point Alpha Capital is a long-biased fund focused on unique asymmetric oppor…

1
Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits 26:56

4M ago26:56

26:56

In this invigorating discussion, SumZero founder and CEO Divya Narendra had the opportunity to chat with Ted Rosenthal, the founder of TMR Capital. A prolific contributor to SumZero, Ted started TMR right out of college 4 years ago, and shares his insights on current opportunities in the market, and how he has positioned his fund to seize upon them…

1
Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management 51:30

4M ago51:30

51:30

In this extensive interview, Joe Bergera, CEO of Iteris, a leader in the Smart Mobility Infrastructure Management industry, discusses various aspects of the company. Topics covered include the financial prospects of the company, the valuation metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He…

1
Devin Martin - Finding Your Drive 1:43:31

5M ago1:43:31

1:43:31

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 …

1
The Pros and Cons of Being Public with Andrew Walker 1:04:29

5M ago1:04:29

1:04:29

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…

1
Sustainable Air Fuel - A Primer 1:21:16

5M ago1:21:16

1:21:16

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…

1
Some Thoughts And Things - Regular Pod Back Next Week 18:49

5M ago18:49

18:49

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…

1
Todd Schwartz - Expanding Credit Access 1:15:06

7M ago1:15:06

1:15:06

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…

1
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital 1:38:01

7M ago1:38:01

1:38:01

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…

1
S02E09: "Demystifying Factor Investing for Modern Markets" with Anish Teli 2:14:03

7M ago2:14:03

2:14:03

Anish Teli, a veteran in the Indian equity markets, has carved a unique niche through his firm, QED Capital Advisors LLP. With a belief system rooted in 'Quod Erat Demonstrandum' or ‘which is what had to be proven’, Teli's firm is a testament to creating effective investment strategies driven by quant-based asset management principles.QED's inves…

1
Craig Moffett Returns 1:07:45

7M ago1:07:45

1:07:45

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…

1
Bill Chen - Is Now The Time for REITs 1:55:52

7M ago1:55:52

1:55:52

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 …

1
Andrew McAfee - The Geek Way 1:08:55

8M ago1:08:55

1:08:55

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…

1
Jeremy Raper Returns 1:51:29

8M ago1:51:29

1:51:29

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 …

1
Keith Smith - Looking At Unique Ideas 2:09:45

8M ago2:09:45

2:09:45

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…

1
S02E08: "Inside ValueQuest: Unraveling the Investment Blueprint" with Ravi Dharamshi 1:28:54

8M ago1:28:54

1:28:54

Ravi Dharamshi stands as a beacon in the investment landscape, with a career that speaks volumes about his expertise and acumen. With over two decades of experience in the Indian stock market, his journey is nothing short of inspiring.Beginning his professional investment journey under the mentorship of the ace investor, Rakesh Jhunjhunwala, Ravi f…

1
Ryan O'Connor 2:18:47

8M ago2:18:47

2:18:47

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…

1
Aaron Edelheit and Stuart Loren - Never Again 50:46

8M ago50:46

50:46

This isn't a typical episode, but it's an important one. We hope it leads to some important discussions.

1
Peter Mantas - The Potential Opportunity in Life Sciences 1:38:35

9M ago1:38:35

1:38:35

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…

1
S02E07: "Investing against the Grain: Spotting Quality in Downturn" with Keshav Garg 1:39:39

9M ago1:39:39

1:39:39

This is a hidden gems series. We are unearthing someone who has been elusive. It is safe to assume that the majority of our audience has probably never heard of him.Meet Keshav Garg, the dynamic Director of Counter-Cyclical Investments, a Portfolio Management Service (PMS) Provider. An alumnus of Fergusson College, Pune, Garg boasts an impressive 1…

1
S02E06: "Two Value Investors’ tryst with Derivative" with Gaurav Sud & Siddharth Aggarwal 1:45:17

10M ago1:45:17

1:45:17

S02E06: "Two Value Investors’ tryst with Derivative" with Gaurav Sud & Siddharth Aggarwal by Stoic Investment ManagersBy Stoic Investment Managers

1
Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management 50:46

10M ago50:46

50:46

In this week's episode, SumZero sits down with the CEO of Sandstorm Gold Royalties, Nolan Watson, and the Founder and Portfolio Manager of White Falcon Capital Management to talk about the Gold Royalties business, the investment case for SAND, and much more. Find more at www.sumzero.com0:00 Introduction and Disclaimer7:45 Stream vs. Royalty busines…

1
S02E05: "Market Maestro: Unraveling the iThought Process" with Shyam Sekhar 1:34:56

11M ago1:34:56

1:34:56

Shyam Sekhar is an active and renowned value investor with over 30 years of experience in financial markets. He has carved out a special niche for himself in the field of investing in Cyclicals and Qualitative (Fisher Style). Shyam was profiled in the book ‘Masterclass with Super Investors’ where his life story and stock selection methodology were …

1
Kingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRK 34:18

11M ago34:18

34:18

SumZero had the opportunity to sit down with David Bastian and Michael Cooper, co-founders of Kingdom Capital Advisors.KCA's#investment strategy is designed to provide investors access to their actively-managed portfolio of #smallcap and #microcap #equities. KCA concentrates its portfolio in a limited number of high-conviction value investments.For…

1
Christopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small Caps 38:56

11M ago38:56

38:56

SumZero had the opportunity to sit down with Christopher Godfrey, founder and managing partner of Headwaters Capital Management. HCM's #investment strategy is designed to deliver tax-efficient, long-term capital appreciation by focusing on high quality small and mid-capitalization #stocks that have the opportunity to generate durable revenue and ea…

1
Andrew Walker - Yet Another Value Discussion! 1:30:47

11M ago1:30:47

1:30:47

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…

1
Charles Frischer and Asheef Lalani - Fairfax Is A "Fat Pitch" 1:23:23

11M ago1:23:23

1:23:23

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…

1
S02E04: "Looking Beyond the Obvious" with Prabhakar Kudva 2:02:07

12M ago2:02:07

2:02:07

Prabhakar Kudva is the co-founder and director at Samvitti Capital. He is a successful long-only growth investor. He has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India). Prabhakar has been generating market-beating returns over multiple years by cherry-picking a number of…

1
Arvind Sanger - The Sustainable Energy Transition 1:17:08

12M ago1:17:08

1:17:08

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…

1
Derek Pilecki - A Financials Specialist 1:15:22

12M ago1:15:22

1:15:22

Derek Pilecki stops by The Business Brew to discuss Financials. Derek is a Financials specialist with a trackrecord that speaks for itself. See https://gatorcapital.com/ for more information. Derek currently manages a long/short financials strategy, long-only financials strategy, and various other individual portfolios. He has managed a private fun…

1
S02E03: "Challenging the Traditional 'Value Investing' Notion" with Rohit Chauhan 2:02:13

1y ago2:02:13

2:02:13

Rohit Chauhan, founder of RC capital management is a well-known Investor/Advisor in India.Rohit started his investment journey in the late 90s and got inspired by legendary investors like Benjamin Graham, Philip Fisher, Warren Buffet, and others. Over the last 20+ years, Rohit has followed value investing approach religiously focusing on businesses…

1
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America 47:56

1y ago47:56

47:56

SumZero had the opportunity to sit down with Daniel Piderit Hernandez, founder and managing partner of DPH Capital. Daniel and DPH employ a heavily #contrarian, #fundamental approach to global equity investing.We spoke through his long thesis on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea …

1
Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica 29:47

1y ago29:47

29:47

00:46: Jan looks back on his ERII thesis2:38: ERII revenue growth5:07: Intro to Biovica7:47: Biomarker test for cancer detection – it's importance and accuracy9:51: Biovica Sales strategy11:49: Biovica background and basics13:05: Biovica potential15:17: Discussion around any plans for fundraising18:02: Vicore Pharma – background and opportunity21:0…

1
Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services 47:03

1y ago47:03

47:03

In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank. Timestamps:5:54: India Macro7:30: Finding good management8:33: Raj…

1
Value Stock Geek - Geeking on Value 1:16:05

1y ago1:16:05

1:16:05

ValueStockGeek (“VSG”) stops by The Business Brew to discuss his evolution as an investor. VSG can be found on Twitter at @valuestockgeek, his portfolio can be found at https://portfoliocharts.com/portfolio/weird-portfolio/, and his blog is at https://www.securityanalysis.org/ We hope you enjoy the conversation. The Business Brew will be off for a …

1
S02E02: "Mr. Serenity's Mantras for Chaotic Markets" with Tom Basso 1:37:18

1y ago1:37:18

1:37:18

Tom Basso, more popularly, ‘Mr. Serenity’ is an American Hedge Fund manager.He is living a semi-retired life now trading his trend-following system on some 21 different asset classes from the comfort of his bedroom spending a few minutes every day while having ample time for his family and passions like ‘Fishing’. He is called ‘Mr. Serenity’ becaus…

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