Bob Robotti this week. This is a heck of a conversation for those interested in (a) truly owning businesses and (b) investing in cyclicals.
Love the story about his biggest loser.
Craig Moffett joins The Brew to discuss US telecom. Craig should need no introduction, but if he does, see the show notes.
Hope you enjoy.
https://open.spotify.com/episode/67ofUu5TmXQf326EP0Rtbs?si=AGfQgkjSTLaqdVdy6hVGFw…
This was a fun conversation with the one and only @Scott_Reardon_. Scott’s research led him to implement an interesting strategy.
Hope you enjoy!
https://open.spotify.com/episode/0UX7qeI1r8CsGQI0mg08Wc?si=kP_bTXZjQguMFY7j7hZ4Gw&context=spotify%3Ashow%3A5OXBdcyxYWOEcN8Y2aO6v9…https://podcasts.apple.com/us/podcast/the-business-brew/id1540847053?i=1000576462671…
2/n
He was like struggling internally because he was making so much more money on what he considered was punting and gambling than he was on his intellectually valid value-investing research"
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Chadd Garcia this week. The sound quality recording in person was very nice to hear.
In the future all guests have an open invite to Florida. The Brewsters will host.
Went on a recording spree in May and the result is a BONUS episode with @jam_croissant. Cem expanded my mind and I hope he will do the same for the listeners.
-Bill
https://open.spotify.com/episode/3zNyxyVMWoo64x1PWhtlJC?si=xPw0LypAQGeRH17Jp4mvKg…https://podcasts.apple.com/us/podcast/the-business-brew/id1540847053?i=1000565339772…
on the show. This is a wide ranging conversation about the current investment landscape. Amanda’s thoughts about cultivating younger, as well as older, advocates was a great bonus thought!
Thank you for listening.
Last week’s episode with Tim Laehy has gotten some compliments from operators and a CFO.
Not every episode will be a public markets focused one. But we’ll always attempt to make the content quality.
Thank you for your support!
had a stellar podcast on JSG (Jobs, Security, and Growth) with some of the creators of $iUSA. I would say it is a moderate philosophy, and really weighs the full picture in a way going-green (without evaluating downsides) doesn't.
5. I reserve the best for the last.
@businessbrewpod is one of my top favorite podcasts on Finance.
Mad ass research goes into it and the end result is always detailed. You would certainly enjoy it.