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 it is also about usury laws and policy. It is a company that has made Bill think a lot. We hope you find the conversation...

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 $75Bn of assets under management, 30+ portfolio companies, and over 100 digital infrastructure professionals...

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 separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. Craig returns to The Business Brew to give an...

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 consideration now. We hope you have a wonderful Thanksgiving with your family. Hopefully this provides some less controversial dinner table...

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=1-1Andrew is a Principal Research Scientist at the MIT Sloan School of Management, co-founder and co-director of MIT’s Initiative on the Digital Economy, and the inaugural Visiting Fellow at the Technology and Society organization at Google. He studies how...

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 describes himself as follows:Australian born and raised, I majored in History at Harvard University (Class of ’08). I have 12+ years of buy- and...

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 advisor to Willow Oak Asset Management. He is a CFA charterholder and received his MBA from UCLA. He has held positions with Empire Valuation...

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!  https://twitter.com/aboveavgodds/status/1701620751210607072?s=46 Sponsor Info:⁠⁠⁠Daloopa⁠ ⁠⁠is founded by a former hedge fund analyst to...

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

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, please see https://podcasts.apple.com/us/podcast/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817 on Apple...

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 investment process. ⁠⁠Daloopa ⁠⁠offers an AI driven single source for all company reported data, and allows for investment teams to ake the most informed...

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 the CA/CPA designation in 2002 and is a CFA charterholder since 2003. Asheef first started his career with PricewaterhouseCoopers in 1998 and went...

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 and 2007, Mr. Sanger was a Portfolio Manager at SAC Capital (his portfolio grew very quickly), running one of the largest equity portfolios and...

Derek Pilecki stops by The Business Brew to discuss Financials.  Derek is a Financials specialist with a track record 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 fund for 11 years. He also launched one mutual fund and took over management of another mutual fund. From 2002 through 2008, Derek was a member...

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 few weeks after this episode. We shall return. Sponsor Info: ⁠⁠Daloopa ⁠⁠is founded by a former hedge fund analyst to bring...

Ian Bezek stops by The Business Brew to discuss his thesis on why emerging markets, specifically Colombia and Mexico, might be extraordinary value today.  Ian is best known for his investment writing, which supports his day to day life.  His primary focus is Latin America. So much so that he moved from New York to Guatemala. He now resides in Colombia, which gives him unique perspective on the political landscape in that country.   Mentioned in the episode: John Hempton on “averaging...

Braden Dennis, founder of Stratosphere.io, stops by The Business Brew to discuss how he developed the product, running a startup, sales, investing, and much more.  The Business Brew is grateful for Stratosphere.io's sponsorship and can unequivocally state that this episode would run regardless of the sponsorship.  Bill has enjoyed getting to know Braden and the team and wishes them the best.Detailed Show Notes: 5:20 - Braden's background 8:50 - Your product is useless if you wouldnt...

Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew.   Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on.  The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast host. He's also one cool dude. You can find Meb's writing here. You can find his podcast on Apple here and on Spotify here. Other links...

Dave Waters of Alluvial Capital Management, LLC stops by The Business Brew to discuss how he approaches investing.  You can find all his letters, partnership info, etc., at https://alluvialcapital.com/Dave primarily focuses on investments that you probably haven't heard of.  He invests in illiquid securities, foreign securities, companies coming out of bankruptcy, and more.  His portfolio is as unique as his path to investing.We hope you enjoy the conversation.Sponsor Info:Daloopa is founded...

Josh Clarkson stops by The Business Brew to discuss alternative credit investments. Josh is a managing director at financial communications firm Prosek Partners, stops by The Business Brew to discuss communications, branding and marketing for alternative asset managers and his passion for working with clients in the private credit space.  Josh has over a decade advising a wide range of financial sector and corporate clients on matters from corporate narrative building, positioning and profile...

Kritof Gleich, President and CIO of Harbor Capital Advisors, stops by The Business Brew to discuss his views on picking managers.  Kristof has over 20 years of investment experience with stints at Goldman Sachs, JP Morgan, and BlueCove Asset Management (which Ares purchased a stake in).  Harbor Capital Advisors spcializes in partnering with boutique investment managers in an effort to create superior investment outcomes. Kristof has spent a lot of time developing a “factor framework” for...

Mario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research, being involved and adding value to management teams, and much more. Shout out to Stratosphere.io for sponsoring the show. It was a pleasure to...

Bill and Dr. Luke Benoit talk about Luke's invention, the RypStick.  This is a golf specific episode.  Luke Benoit founded RypStick, a product Bill uses and enjoys.  RypStick helps golfers add distance to their game and Bill wanted to feature Luke because he respects what Luke created.Normal episode will be back next week.

Note - This podcast has some advice that may be able to help you think about marketing your firm and/or yourself. Should you need a host, reach out to Bill. Should you need an editor, reach out to Mathew. Mathew Passy (@mathewpassy on Twitter), founder/owner of The Podcast Consultant stops by The Business Brew to discuss his career, how he started his business and became the person behind your favorite finance podcasts, the podcast industry generally, tips for appearing on podcasts, the...

Ian Cassel stops back by The Business Brew to check in.  As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps.  He is also the author of two books: Intelligent Fanatics Project: How Great Leaders Build...