by Bill Brewster
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 and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast. While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification. Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.
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🇺🇲
Publishing Since
11/17/2020
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April 25, 2025
<p>Bill Chen returns for a third time. Bill focuses on "hard assets," with a specific focus on real estate. The conversation winds from some macro (from 15 minutes to 22ish minutes) to more REIT specific ideas (after 24 minutes). </p><p><br /></p><p>Please note, some of the tariff discussion is already out of date. Nevertheless, we hope you enjoy the conversation!</p><p><br /></p><p>Bill Chen's other episodes can be found at: <a href="https://www.youtube.com/watch?v=oyf41BmMYxU" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/watch?v=oyf41BmMYxU</a> and <a href="https://www.youtube.com/watch?v=Tmoc2crT55U" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/watch?v=Tmoc2crT55U</a></p><p><br /></p><p>For a different perspective on real estate investing check out Ryan Dobratz' episodes at <a href="https://www.youtube.com/watch?v=UIVr5Jvr-2M" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/watch?v=UIVr5Jvr-2M</a></p><p><br /></p><p><br /></p>
April 3, 2025
<p>Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go!</p><p>In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming a successful investor with a unique focus on Chinese assets. They discuss Zhang's experience navigating the Chinese market, the impact of geopolitical tensions, the advantages of holding Chinese state-owned enterprises (SOEs), and specific investment opportunities like Pinduoduo and Tencent. Jingshu offers insights into managing risk, the macroeconomic environment, and the regulatory landscape in China. Disclaimer: All content is for entertainment purposes only and not financial advice. </p><p> </p><p>00:00 Introduction and Guest Background </p><p><br></p><p><br></p><p>01:15 Investment Opportunities in China </p><p><br></p><p>04:04 Challenges and Sentiments Towards Chinese Investments </p><p><br></p><p>08:15 Competitive Landscape and Market Dynamics </p><p><br></p><p>15:50 Case Study: TK Group and Industrial Sector Insights </p><p><br></p><p>22:55 Pinduoduo's Growth and Strategy </p><p><br></p><p>34:37 Exploring Global Investment Opportunities </p><p><br></p><p>35:19 US Market Insights and Mid Cap Focus </p><p><br></p><p>36:08 Tech Giants and Valuation Comparisons </p><p><br></p><p>36:13 Tencent: The Super App of China </p><p><br></p><p>43:32 State-Owned Enterprises and Investment Safety </p><p><br></p><p>53:20 Environmental Regulations and Investment Opportunities </p><p><br></p><p>56:59 Delisting Fears and Investment Strategies </p><p><br></p><p>01:04:09 Short Selling Challenges and Lessons Learned </p><p><br></p><p>01:07:49 Final Thoughts and Contact Information </p><p><br></p>
March 24, 2025
<p></p><p>Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of <a href="https://www.biremecapital.com/" target="_blank" rel="noopener noreferer">Bireme Capital</a>. You can find his first episode here: <a href="https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collide-e1nrbum" target="_blank" rel="noreferrer noopener"><u>https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collide-e1nrbum</u></a> (Spotify) or <a href="https://podcasts.apple.com/si/podcast/evan-tindell-where-poker-and-the-market-collide/id1540847053?i=1000579552480" target="_blank" rel="noreferrer noopener"><u>https://podcasts.apple.com/si/podcast/evan-tindell-where-poker-and-the-market-collide/id1540847053?i=1000579552480</u></a> (Apple). </p><p> </p><p>Together, they explore international valuation disparities, the pitfalls of shorting meme stocks, and the dynamics behind recent market movements. Evan shares his unique approach to investing and the lessons learned from challenging investment phases, including a critical analysis of MicroStrategy, GameStop, and meme stocks. </p><p> </p><p>They also discuss Japan's corporate governance reforms and the implications for global investors. Lastly, Evan and Bill touch on utilizing modern AI tools in investment processes, the future of software, and personal stories from Evan's adventurous journey to Zambia. </p><p> </p><p>As a reminder, nothing discussed constitutes investment advice and is for entertainment purposes only. Enjoy the engaging conversation! </p><p> </p><p>00:00 Welcome to The Business Brew </p><p>01:20 Introducing Evan Tindell </p><p>02:01 Discussing 2024 Performance </p><p>03:09 Challenges of Shorting Meme Stocks </p><p>05:14 Bitcoin Yield and MicroStrategy </p><p>17:55 Market Inefficiencies and Opportunities </p><p>30:59 Investing in Japan </p><p>42:09 Investment Strategies and Market Insights </p><p>43:17 Diverse Business Models in Japan </p><p>44:58 Meeting the Emperor and Personal Anecdotes </p><p>45:35 The Role of LLMs in Investment </p><p>51:48 AI Tools and Their Impact on Daily Life </p><p>56:10 Future of Software and Business Models </p><p>01:07:12 Tobacco Industry Analysis </p><p>01:15:12 Adventures in Zambia </p><p>01:20:36 Conclusion and Farewell </p><p></p>
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