Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Expert Investor: Andrew Brown (pt. 1) - Finding Insights In A Sea Of Information
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Manage episode 224588455 series 2474030
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode marks a first for Equity Mates. Our first repeat guest! Who better to have back on than Andrew Brown, the Executive Director of East 72 Holdings. Andrew is one of the most insightful investors we've met in our time doing Equity Mates, and is a true contrarian. Do you think the internet has made old media a bad investment? Not Andrew, who since our first interview last year has done extremely well investing in legacy media companies like News Corp, Fairfax and Channel 9. Or do you think Uber's rise means we should avoid investing in the taxi industry? Not Andrew, who has been investing in Cabcharge (he takes us through his logic behind the Cabcharge investment in great detail in part 2 of this interview, to be released Thursday). So we hope you all enjoy listening to Andrew as much as we enjoyed talking to him. In this episode you will learn: • Who Andrew is and how he invests at East 72 Holdings. • How Andrew's stock tips from our last interview are going. • Andrew's thoughts on McGrath Real Estate's struggles. • Why Andrew's old-school media picks have done so well over the last year. • Why Andrew isn't backing down from his Apple short (Even after Warren Buffett has invested in the American tech giant). • Good ways to manage investing information. • The information sources Andrew doesn't consider valuable. • Where you can find client letters from some of the world's best hedge funds. • How Alec managed to overload his inbox trying to keep up with information. • How Twitter helped build the case against Blue Sky Stocks and Resources Discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • McGrath Real Estate (ASX: MEA) • Kogan (ASX: KGN) • News Corp (ASX: NSW) • Nine entertainment group (ASX: NEC) • Fairfax (ASX: FXJ) • Domain (ASX: DHG) • Apple Inc (NASDAQ: AAPL) • Subreddit 'Security Analysis' • The three hedge fund letters Andrew mentioned: • Horizon Kinetics • Greenhaven Road • Greenwood Investments • Blue Sky Alternative Investments (ASX: BLA) [We know the audio isn't perfect in this interview (especially with the background noise between 30min - 33min). Trust us, it's worth persevering. Every time we speak to Andrew we leave as better investors and we're confident listening to him will have the same impact on you.]
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Hosted on Acast. See acast.com/privacy for more information.
831 episodes
MP3•Episode home
Manage episode 224588455 series 2474030
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode marks a first for Equity Mates. Our first repeat guest! Who better to have back on than Andrew Brown, the Executive Director of East 72 Holdings. Andrew is one of the most insightful investors we've met in our time doing Equity Mates, and is a true contrarian. Do you think the internet has made old media a bad investment? Not Andrew, who since our first interview last year has done extremely well investing in legacy media companies like News Corp, Fairfax and Channel 9. Or do you think Uber's rise means we should avoid investing in the taxi industry? Not Andrew, who has been investing in Cabcharge (he takes us through his logic behind the Cabcharge investment in great detail in part 2 of this interview, to be released Thursday). So we hope you all enjoy listening to Andrew as much as we enjoyed talking to him. In this episode you will learn: • Who Andrew is and how he invests at East 72 Holdings. • How Andrew's stock tips from our last interview are going. • Andrew's thoughts on McGrath Real Estate's struggles. • Why Andrew's old-school media picks have done so well over the last year. • Why Andrew isn't backing down from his Apple short (Even after Warren Buffett has invested in the American tech giant). • Good ways to manage investing information. • The information sources Andrew doesn't consider valuable. • Where you can find client letters from some of the world's best hedge funds. • How Alec managed to overload his inbox trying to keep up with information. • How Twitter helped build the case against Blue Sky Stocks and Resources Discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • McGrath Real Estate (ASX: MEA) • Kogan (ASX: KGN) • News Corp (ASX: NSW) • Nine entertainment group (ASX: NEC) • Fairfax (ASX: FXJ) • Domain (ASX: DHG) • Apple Inc (NASDAQ: AAPL) • Subreddit 'Security Analysis' • The three hedge fund letters Andrew mentioned: • Horizon Kinetics • Greenhaven Road • Greenwood Investments • Blue Sky Alternative Investments (ASX: BLA) [We know the audio isn't perfect in this interview (especially with the background noise between 30min - 33min). Trust us, it's worth persevering. Every time we speak to Andrew we leave as better investors and we're confident listening to him will have the same impact on you.]
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
831 episodes
All episodes
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