The Business Brew

By: Bill Brewster
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  • Summary

  • 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.
    Bill Brewster
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Economics Personal Finance
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Episodes
  • Andy Constan on Today's Macro Backdrop

    Andy Constan on Today's Macro Backdrop
    May 1 2025

    Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.


    Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.


    As for Andy's formal background, his bio reads as follows:

    Andy Constan graduated with a degree in Bioengineering from the University of Pennsylvania in 1986.

    Following he spent 35 years investing and trading global equities, spending 17 years at Salomon Brothers.

    Following he started honing his Macroeconomic Knowledge in 2010 working at Bridgewater Associates and Brevan Howard.

    Since then he has worked on growing Damped Spring Advisors.


    We hope you enjoy the conversation.
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    58 mins
  • Bill Chen Returns v2vFINAL

    Bill Chen Returns v2vFINAL
    Apr 25 2025

    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).


    Please note, some of the tariff discussion is already out of date. Nevertheless, we hope you enjoy the conversation!


    Bill Chen's other episodes can be found at: https://www.youtube.com/watch?v=oyf41BmMYxU and https://www.youtube.com/watch?v=Tmoc2crT55U


    For a different perspective on real estate investing check out Ryan Dobratz' episodes at https://www.youtube.com/watch?v=UIVr5Jvr-2M
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    1 hr and 44 mins
  • China's Investment Potential: A Deep Dive with Jingshu Zhang

    China's Investment Potential: A Deep Dive with Jingshu Zhang
    Apr 3 2025

    Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go!

    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.

    00:00 Introduction and Guest Background



    01:15 Investment Opportunities in China


    04:04 Challenges and Sentiments Towards Chinese Investments


    08:15 Competitive Landscape and Market Dynamics


    15:50 Case Study: TK Group and Industrial Sector Insights


    22:55 Pinduoduo's Growth and Strategy


    34:37 Exploring Global Investment Opportunities


    35:19 US Market Insights and Mid Cap Focus


    36:08 Tech Giants and Valuation Comparisons


    36:13 Tencent: The Super App of China


    43:32 State-Owned Enterprises and Investment Safety


    53:20 Environmental Regulations and Investment Opportunities


    56:59 Delisting Fears and Investment Strategies


    01:04:09 Short Selling Challenges and Lessons Learned


    01:07:49 Final Thoughts and Contact Information


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    1 hr and 9 mins
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Best Warren Buffett Style Investing Podcast

Great knowledge and experience from real people in the trenches that are value investing. If you’re looking to do the work and learn how to invest like the best value investors then this is a must listen podcast.

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